JSL
WELL icon

JT Stratford LLC’s Welltower WELL Stock Holding History

JT Stratford 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
2021
Q2 		– Sell
-3,502
Closed -$251K – 225
2021
Q1 		$251K Sell
3,502
-878
-20% -$59K 0.09% 173
2020
Q4 		$283K Buy
4,380
+390
+10% +$23.7K 0.11% 140
2020
Q3 		$220K Buy
+3,990
New +$219K 0.09% 140
2020
Q1 		– Sell
-5,125
Closed -$419K – 153
2019
Q4 		$419K Sell
5,125
-50
-1% -$4.28K 0.19% 96
2019
Q3 		$469K Sell
5,175
-869
-14% -$75.6K 0.26% 94
2019
Q2 		$493K Buy
6,044
+1,869
+45% +$147K 0.27% 81
2019
Q1 		$324K Buy
+4,175
New +$313K 0.19% 92
2018
Q1 		– Sell
-3,225
Closed -$206K – 114
2017
Q4 		$206K Sell
3,225
-2,289
-42% -$154K 0.13% 94
2017
Q3 		$388K Buy
5,514
+4
+0.1% +$291 0.25% 78
2017
Q2 		$412K Buy
5,510
+4
+0.1% +$292 0.29% 72
2017
Q1 		$390K Sell
5,506
-246
-4% -$16.6K 0.29% 75
2016
Q4 		$385K Buy
+5,752
New +$381K 0.32% 75

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JT Stratford LLC's WELL Position: Q2 2021 in Review

JT Stratford LLC sold out of Welltower (WELL) in Q2 2021, closing a stake of 3,502 shares — an estimated $251K sold.

JT Stratford LLC first reported a position in WELL in Q4 2016 and held it in 12 quarters. The position peaked at $493K in Q2 2019. 756 funds tracked by Wall St. Rank hold WELL as of Q2 2021.

  • JT Stratford LLC reported no remaining Welltower position as of Q2 2021 after selling out during the quarter.
  • JT Stratford LLC sold 3,502 Welltower shares in Q2 2021, an estimated $251K.
  • JT Stratford LLC first reported a position in Welltower in Q4 2016 and held it in 12 quarters.
  • JT Stratford LLC's Welltower position peaked at $493K in Q2 2019.
  • 756 funds tracked by Wall St. Rank held Welltower as of Q2 2021.

Based on JT Stratford LLC's 13F filing for Q2 2021, filed 16 Aug 2021.