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IFC Holdings’s Welltower WELL Stock Holding History

IFC Holdings’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
2018
Q1 		– Sell
-3,230
Closed -$205K – 437
2017
Q4 		$205K Sell
3,230
-233
-7% -$15.6K 0.01% 464
2017
Q3 		$244K Sell
3,463
-149
-4% -$10.8K 0.02% 434
2017
Q2 		$269K Buy
3,612
+168
+5% +$12.3K 0.02% 404
2017
Q1 		$244K Sell
3,444
-19
-0.5% -$1.28K 0.02% 395
2016
Q4 		$231K Sell
3,463
-755
-18% -$50K 0.02% 363
2016
Q3 		$316K Sell
4,218
-314
-7% -$24K 0.03% 293
2016
Q2 		$344K Buy
+4,532
New +$322K 0.04% 267
2016
Q1 		– Sell
-3,321
Closed -$226K – 408
2015
Q4 		$226K Buy
+3,321
New +$217K 0.03% 322

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

IFC Holdings's WELL Position: Q1 2018 in Review

IFC Holdings sold out of Welltower (WELL) in Q1 2018, closing a stake of 3,230 shares — an estimated $205K sold.

IFC Holdings first reported a position in WELL in Q4 2015 and held it in 8 quarters. The position peaked at $344K in Q2 2016. 739 funds tracked by Wall St. Rank hold WELL as of Q1 2018.

  • IFC Holdings reported no remaining Welltower position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 3,230 Welltower shares in Q1 2018, an estimated $205K.
  • IFC Holdings first reported a position in Welltower in Q4 2015 and held it in 8 quarters.
  • IFC Holdings's Welltower position peaked at $344K in Q2 2016.
  • 739 funds tracked by Wall St. Rank held Welltower as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.