IFWM
WELL icon

Institute for Wealth Management’s Welltower WELL Stock Holding History

Institute for Wealth 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
2020
Q1 		– Sell
-2,490
Closed -$204K – 680
2019
Q4 		$204K Buy
2,490
+104
+4% +$8.9K 0.05% 419
2019
Q3 		$216K Sell
2,386
-228
-9% -$19.8K 0.05% 383
2019
Q2 		$213K Buy
+2,614
New +$205K 0.05% 422

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Institute for Wealth Management's WELL Position: Q1 2020 in Review

Institute for Wealth Management sold out of Welltower (WELL) in Q1 2020, closing a stake of 2,490 shares — an estimated $204K sold.

Institute for Wealth Management first reported a position in WELL in Q2 2019 and held it in 3 quarters. The position peaked at $216K in Q3 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

  • Institute for Wealth Management reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 2,490 Welltower shares in Q1 2020, an estimated $204K.
  • Institute for Wealth Management first reported a position in Welltower in Q2 2019 and held it in 3 quarters.
  • Institute for Wealth Management's Welltower position peaked at $216K in Q3 2019.
  • 752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.