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Independent Portfolio Consultants’s Welltower WELL Stock Holding History

Independent Portfolio Consultants’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
2015
Q2 		– Sell
-34
Closed -$3K – 1041
2015
Q1 		$3K Buy
+34
New +$2.68K ﹤0.01% 828
2014
Q3 		– Sell
-255
Closed -$16K – 951
2014
Q2 		$16K Buy
+255
New +$16K ﹤0.01% 794

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Portfolio Consultants's WELL Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Welltower (WELL) in Q2 2015, closing a stake of 34 shares — an estimated $3K sold.

Independent Portfolio Consultants first reported a position in WELL in Q2 2014 and held it in 2 quarters. The position peaked at $16K in Q2 2014. 616 funds tracked by Wall St. Rank hold WELL as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Welltower position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 34 Welltower shares in Q2 2015, an estimated $3K.
  • Independent Portfolio Consultants first reported a position in Welltower in Q2 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's Welltower position peaked at $16K in Q2 2014.
  • 616 funds tracked by Wall St. Rank held Welltower as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.