JOYN Advisors’s Welltower WELL Stock Holding History

JOYN 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
2019 Q1	–	Sell	-1,925	Closed	-$134K	–	1406
2018 Q4	$134K	Hold	1,925	–	–	0.03%	157
2018 Q3	$124K	Buy	1,925 +23	+1%	+$1.49K	0.02%	190
2018 Q2	$119K	Buy	1,902 +1,778	+1,434%	+$99.1K	0.03%	190
2018 Q1	$7K	Buy	+124	New	+$7K	﹤0.01%	820

Other funds holding WELL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JOYN Advisors's WELL Position: Q1 2019 in Review

JOYN Advisors sold out of Welltower (WELL) in Q1 2019, closing a stake of 1,925 shares — an estimated $134K sold.

JOYN Advisors first reported a position in WELL in Q1 2018 and held it in 4 quarters. The position peaked at $134K in Q4 2018. 805 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

JOYN Advisors reported no remaining Welltower position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 1,925 Welltower shares in Q1 2019, an estimated $134K.
JOYN Advisors first reported a position in Welltower in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Welltower position peaked at $134K in Q4 2018.
805 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.