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Iron Gate Global Advisors’s Welltower WELL Stock Holding History

Iron Gate Global Advisors’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
Q4 		– Sell
-1,172
Closed -$82K – 218
2018
Q3 		$82K Hold
1,172
– – 0.05% 100
2018
Q2 		$73K Buy
+1,172
New +$65.3K 0.05% 76

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Iron Gate Global Advisors's WELL Position: Q4 2018 in Review

Iron Gate Global Advisors sold out of Welltower (WELL) in Q4 2018, closing a stake of 1,172 shares — an estimated $82K sold.

Iron Gate Global Advisors first reported a position in WELL in Q2 2018 and held it in 2 quarters. The position peaked at $82K in Q3 2018. 757 funds tracked by Wall St. Rank hold WELL as of Q4 2018.

  • Iron Gate Global Advisors reported no remaining Welltower position as of Q4 2018 after selling out during the quarter.
  • Iron Gate Global Advisors sold 1,172 Welltower shares in Q4 2018, an estimated $82K.
  • Iron Gate Global Advisors first reported a position in Welltower in Q2 2018 and held it in 2 quarters.
  • Iron Gate Global Advisors's Welltower position peaked at $82K in Q3 2018.
  • 757 funds tracked by Wall St. Rank held Welltower as of Q4 2018.

Based on Iron Gate Global Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.