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Jupiter Investment Management’s Welltower WELL Stock Holding History

Jupiter Investment Management’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
2017
Q3 		– Sell
-52,578
Closed -$3.94M – 463
2017
Q2 		$3.94M Buy
+52,578
New +$3.84M 0.05% 192
2017
Q1 		– Sell
-56,688
Closed -$3.79M – 483
2016
Q4 		$3.79M Hold
56,688
– – 0.07% 163
2016
Q3 		$4.24M Buy
+56,688
New +$4.34M 0.07% 167

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jupiter Investment Management's WELL Position: Q3 2017 in Review

Jupiter Investment Management sold out of Welltower (WELL) in Q3 2017, closing a stake of 52,578 shares — an estimated $3.94M sold.

Jupiter Investment Management first reported a position in WELL in Q3 2016 and held it in 3 quarters. The position peaked at $4.24M in Q3 2016. 712 funds tracked by Wall St. Rank hold WELL as of Q3 2017.

  • Jupiter Investment Management reported no remaining Welltower position as of Q3 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 52,578 Welltower shares in Q3 2017, an estimated $3.94M.
  • Jupiter Investment Management first reported a position in Welltower in Q3 2016 and held it in 3 quarters.
  • Jupiter Investment Management's Welltower position peaked at $4.24M in Q3 2016.
  • 712 funds tracked by Wall St. Rank held Welltower as of Q3 2017.

Based on Jupiter Investment Management's 13F filing for Q3 2017, filed 1 Nov 2017.