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Karp Capital Management’s Welltower WELL Stock Holding History

Karp Capital 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
2015
Q4 		– Sell
-100
Closed -$7K – 289
2015
Q3 		$7K Hold
100
– – ﹤0.01% 287
2015
Q2 		$7K Hold
100
– – ﹤0.01% 314
2015
Q1 		$8K Hold
100
– – 0.01% 295
2014
Q4 		$8K Buy
+100
New +$7.14K 0.01% 289

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Karp Capital Management's WELL Position: Q4 2015 in Review

Karp Capital Management sold out of Welltower (WELL) in Q4 2015, closing a stake of 100 shares — an estimated $7K sold.

Karp Capital Management first reported a position in WELL in Q4 2014 and held it in 4 quarters. The position peaked at $8K in Q1 2015. 632 funds tracked by Wall St. Rank hold WELL as of Q4 2015.

  • Karp Capital Management reported no remaining Welltower position as of Q4 2015 after selling out during the quarter.
  • Karp Capital Management sold 100 Welltower shares in Q4 2015, an estimated $7K.
  • Karp Capital Management first reported a position in Welltower in Q4 2014 and held it in 4 quarters.
  • Karp Capital Management's Welltower position peaked at $8K in Q1 2015.
  • 632 funds tracked by Wall St. Rank held Welltower as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.