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Integrated Investment Consultants’s Welltower WELL Stock Holding History

Integrated Investment 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
2018
Q2 		– Sell
-168
Closed -$9K – 703
2018
Q1 		$9K Buy
+168
New +$9.48K ﹤0.01% 654
2017
Q1 		– Sell
-100
Closed -$7K – 601
2016
Q4 		$7K Hold
100
– – ﹤0.01% 529
2016
Q3 		$7K Hold
100
– – ﹤0.01% 536
2016
Q2 		$8K Hold
100
– – ﹤0.01% 538
2016
Q1 		$7K Buy
+100
New +$6.45K ﹤0.01% 533

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Integrated Investment Consultants's WELL Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Welltower (WELL) in Q2 2018, closing a stake of 168 shares — an estimated $9K sold.

Integrated Investment Consultants first reported a position in WELL in Q1 2016 and held it in 5 quarters. The position peaked at $9K in Q1 2018. 726 funds tracked by Wall St. Rank hold WELL as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Welltower position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 168 Welltower shares in Q2 2018, an estimated $9K.
  • Integrated Investment Consultants first reported a position in Welltower in Q1 2016 and held it in 5 quarters.
  • Integrated Investment Consultants's Welltower position peaked at $9K in Q1 2018.
  • 726 funds tracked by Wall St. Rank held Welltower as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.