Investment House LLC’s Welltower WELL Stock Holding History

Investment House LLC’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	-4,100	Closed	-$335K	–	212
2019 Q4	$335K	Sell	4,100 -150	-4%	-$12.8K	0.03%	178
2019 Q3	$385K	Hold	4,250	–	–	0.04%	152
2019 Q2	$347K	Hold	4,250	–	–	0.04%	157
2019 Q1	$330K	Hold	4,250	–	–	0.04%	158
2018 Q4	$295K	Sell	4,250 -150	-3%	-$10.2K	0.04%	149
2018 Q3	$283K	Hold	4,400	–	–	0.03%	167
2018 Q2	$276K	Hold	4,400	–	–	0.03%	167
2018 Q1	$239K	Sell	4,400 -200	-4%	-$11.3K	0.03%	174
2017 Q4	$293K	Hold	4,600	–	–	0.04%	165
2017 Q3	$323K	Sell	4,600 -100	-2%	-$7.27K	0.04%	156
2017 Q2	$352K	Hold	4,700	–	–	0.05%	160
2017 Q1	$333K	Hold	4,700	–	–	0.05%	164
2016 Q4	$315K	Sell	4,700 -42	-0.9%	-$2.78K	0.05%	158
2016 Q3	$355K	Hold	4,742	–	–	0.05%	157
2016 Q2	$361K	Buy	+4,742	New	+$337K	0.06%	154
2015 Q4	–	Sell	-4,700	Closed	-$318K	–	175
2015 Q3	$318K	Hold	4,700	–	–	0.06%	140
2015 Q2	$308K	Hold	4,700	–	–	0.05%	142
2015 Q1	$363K	Sell	4,700 -100	-2%	-$7.87K	0.06%	135
2014 Q4	$363K	Hold	4,800	–	–	0.06%	136
2014 Q3	$299K	Hold	4,800	–	–	0.05%	135
2014 Q2	$301K	Hold	4,800	–	–	0.05%	134
2014 Q1	$286K	Hold	4,800	–	–	0.05%	133
2013 Q4	$257K	Hold	4,800	–	–	0.05%	135
2013 Q3	$299K	Hold	4,800	–	–	0.06%	126
2013 Q2	$322K	Buy	+4,800	New	+$341K	0.07%	116

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Investment House LLC's WELL Position: Q1 2020 in Review

Investment House LLC sold out of Welltower (WELL) in Q1 2020, closing a stake of 4,100 shares — an estimated $335K sold.

Investment House LLC first reported a position in WELL in Q2 2013 and held it in 25 quarters. The position peaked at $385K in Q3 2019. 753 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

Investment House LLC reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
Investment House LLC sold 4,100 Welltower shares in Q1 2020, an estimated $335K.
Investment House LLC first reported a position in Welltower in Q2 2013 and held it in 25 quarters.
Investment House LLC's Welltower position peaked at $385K in Q3 2019.
753 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Investment House LLC's 13F filing for Q1 2020, filed 8 Apr 2020.