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I.G. Investment Management’s Welltower WELL Stock Holding History

I.G. Investment Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-72,472
Closed -$5.42M – 735
2016
Q3 		$5.42M Buy
72,472
+2,450
+3% +$188K 0.02% 364
2016
Q2 		$5.33M Buy
70,022
+2,968
+4% +$211K 0.02% 376
2016
Q1 		$4.65M Buy
67,054
+24,578
+58% +$1.58M 0.02% 378
2015
Q4 		$2.89M Buy
42,476
+16,538
+64% +$1.08M 0.01% 428
2015
Q3 		$1.76M Sell
25,938
-4,910
-16% -$328K 0.01% 503
2015
Q2 		$2.02M Buy
30,848
+14,945
+94% +$1.07M 0.01% 510
2015
Q1 		$1.23M Buy
15,903
+9,997
+169% +$787K ﹤0.01% 594
2014
Q4 		$447K Buy
5,906
+2,416
+69% +$172K ﹤0.01% 738
2014
Q3 		$218K Buy
+3,490
New +$225K ﹤0.01% 738

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

I.G. Investment Management's WELL Position: Q4 2016 in Review

I.G. Investment Management sold out of Welltower (WELL) in Q4 2016, closing a stake of 72,472 shares — an estimated $5.42M sold.

I.G. Investment Management first reported a position in WELL in Q3 2014 and held it in 9 quarters. The position peaked at $5.42M in Q3 2016. 695 funds tracked by Wall St. Rank hold WELL as of Q4 2016.

  • I.G. Investment Management reported no remaining Welltower position as of Q4 2016 after selling out during the quarter.
  • I.G. Investment Management sold 72,472 Welltower shares in Q4 2016, an estimated $5.42M.
  • I.G. Investment Management first reported a position in Welltower in Q3 2014 and held it in 9 quarters.
  • I.G. Investment Management's Welltower position peaked at $5.42M in Q3 2016.
  • 695 funds tracked by Wall St. Rank held Welltower as of Q4 2016.

Based on I.G. Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.