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Indices-Pac Research Corporation’s Welltower WELL Stock Holding History

Indices-Pac Research Corporation’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
2014
Q1 		– Sell
-5,448
Closed -$292K – 251
2013
Q4 		$292K Sell
5,448
-18,181
-77% -$1.08M 0.18% 166
2013
Q3 		$1.47M Buy
+23,629
New +$1.5M 0.97% 26

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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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $6.75B AUM 8.88% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Indices-Pac Research Corporation's WELL Position: Q1 2014 in Review

Indices-Pac Research Corporation sold out of Welltower (WELL) in Q1 2014, closing a stake of 5,448 shares — an estimated $292K sold.

Indices-Pac Research Corporation first reported a position in WELL in Q3 2013 and held it in 2 quarters. The position peaked at $1.47M in Q3 2013. 535 funds tracked by Wall St. Rank hold WELL as of Q1 2014.

  • Indices-Pac Research Corporation reported no remaining Welltower position as of Q1 2014 after selling out during the quarter.
  • Indices-Pac Research Corporation sold 5,448 Welltower shares in Q1 2014, an estimated $292K.
  • Indices-Pac Research Corporation first reported a position in Welltower in Q3 2013 and held it in 2 quarters.
  • Indices-Pac Research Corporation's Welltower position peaked at $1.47M in Q3 2013.
  • 535 funds tracked by Wall St. Rank held Welltower as of Q1 2014.

Based on Indices-Pac Research Corporation's 13F filing for Q1 2014, filed 15 May 2014.