Kelleher Financial Advisors’s Welltower WELL Stock Holding History

Kelleher Financial 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
2018 Q4	$408K	Buy	5,897 +2	+0%	+$136	0.66%	44
2018 Q3	$378K	Buy	5,895 +2	+0%	+$129	0.49%	51
2018 Q2	$369K	Buy	5,893 +2	+0%	+$111	0.53%	50
2018 Q1	$320K	Buy	+5,891	New	+$333K	0.44%	58

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

Kelleher Financial Advisors's WELL Position: Q4 2018 in Review

Kelleher Financial Advisors increased its Welltower (WELL) stake by 0.03% in Q4 2018, buying an estimated $136 and bringing the position to 5,897 shares worth $408K. The position accounts for 0.66% of the portfolio, ranked #44.

Kelleher Financial Advisors first reported a position in WELL in Q1 2018 and has held it in 4 quarters since. 757 funds tracked by Wall St. Rank hold WELL as of Q4 2018.

Kelleher Financial Advisors held 5,897 shares of Welltower worth $408K as of Q4 2018.
Kelleher Financial Advisors bought 2 Welltower shares in Q4 2018, an estimated $136.
Welltower made up 0.66% of Kelleher Financial Advisors's portfolio in Q4 2018, its #44 holding.
Kelleher Financial Advisors first reported a position in Welltower in Q1 2018 and has held it in 4 quarters since.
757 funds tracked by Wall St. Rank held Welltower as of Q4 2018.

Based on Kelleher Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.