Kaizen Advisory’s Welltower WELL Stock Holding History

Kaizen Advisory’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	$67K	Buy	971 +138	+17%	+$9.39K	0.05%	272
2018 Q3	$54K	Hold	833	–	–	0.03%	323
2018 Q2	$52K	Buy	833 +476	+133%	+$26.5K	0.03%	322
2018 Q1	$19K	Hold	357	–	–	0.02%	347
2017 Q4	$23K	Buy	+357	New	+$24K	0.01%	306

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Kaizen Advisory's WELL Position: Q4 2018 in Review

Kaizen Advisory increased its Welltower (WELL) stake by 17% in Q4 2018, buying an estimated $9.39K and bringing the position to 971 shares worth $67K. The position accounts for 0.05% of the portfolio, ranked #272.

Kaizen Advisory first reported a position in WELL in Q4 2017 and has held it in 5 quarters since. 757 funds tracked by Wall St. Rank hold WELL as of Q4 2018.

Kaizen Advisory held 971 shares of Welltower worth $67K as of Q4 2018.
Kaizen Advisory bought 138 Welltower shares in Q4 2018, an estimated $9.39K.
Welltower made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #272 holding.
Kaizen Advisory first reported a position in Welltower in Q4 2017 and has held it in 5 quarters since.
757 funds tracked by Wall St. Rank held Welltower as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.