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Kelman-Lazarov Inc’s Welltower WELL Stock Holding History

Kelman-Lazarov Inc’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
Q3 		– Sell
-10,050
Closed -$630K – 107
2018
Q2 		$630K Sell
10,050
-2,900
-22% -$162K 0.34% 69
2018
Q1 		$705K Sell
12,950
-700
-5% -$39.5K 0.38% 64
2017
Q4 		$870K Sell
13,650
-100
-0.7% -$6.71K 0.44% 60
2017
Q3 		$966K Buy
13,750
+425
+3% +$30.9K 0.51% 57
2017
Q2 		$997K Buy
13,325
+50
+0.4% +$3.65K 0.55% 56
2017
Q1 		$940K Buy
13,275
+1,050
+9% +$70.8K 0.61% 53
2016
Q4 		$818K Buy
12,225
+3,515
+40% +$233K 0.46% 62
2016
Q3 		$626K Buy
+8,710
New +$667K 0.35% 71

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Kelman-Lazarov Inc's WELL Position: Q3 2018 in Review

Kelman-Lazarov Inc sold out of Welltower (WELL) in Q3 2018, closing a stake of 10,050 shares — an estimated $630K sold.

Kelman-Lazarov Inc first reported a position in WELL in Q3 2016 and held it in 8 quarters. The position peaked at $997K in Q2 2017. 725 funds tracked by Wall St. Rank hold WELL as of Q3 2018.

  • Kelman-Lazarov Inc reported no remaining Welltower position as of Q3 2018 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 10,050 Welltower shares in Q3 2018, an estimated $630K.
  • Kelman-Lazarov Inc first reported a position in Welltower in Q3 2016 and held it in 8 quarters.
  • Kelman-Lazarov Inc's Welltower position peaked at $997K in Q2 2017.
  • 725 funds tracked by Wall St. Rank held Welltower as of Q3 2018.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2018, filed 14 Nov 2018.