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Kessler Investment Group’s Welltower WELL Stock Holding History

Kessler Investment Group’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 		– Sell
-70
Closed -$5K – 139
2018
Q3 		$5K Buy
+70
New +$4.52K 0.01% 124
2017
Q2 		– Sell
-40
Closed -$3K – 106
2017
Q1 		$3K Buy
+40
New +$2.7K ﹤0.01% 90
2015
Q4 		– Sell
-40
Closed -$3K – 113
2015
Q3 		$3K Sell
40
-40
-50% -$2.67K ﹤0.01% 87
2015
Q2 		$5K Buy
+80
New +$5.74K 0.01% 96
2015
Q1 		– Sell
-156
Closed -$12K – 118
2014
Q4 		$12K Sell
156
-70
-31% -$5K 0.02% 86
2014
Q3 		$14K Buy
226
+70
+45% +$4.51K 0.02% 85
2014
Q2 		$10K Hold
156
– – 0.02% 86
2014
Q1 		$9K Sell
156
-186
-54% -$10.6K 0.02% 78
2013
Q4 		$18K Sell
342
-6,520
-95% -$388K 0.03% 79
2013
Q3 		$428K Buy
6,862
+5,608
+447% +$357K 1.17% 30
2013
Q2 		$84K Buy
+1,254
New +$89.1K 0.24% 41

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kessler Investment Group's WELL Position: Q4 2018 in Review

Kessler Investment Group sold out of Welltower (WELL) in Q4 2018, closing a stake of 70 shares — an estimated $5K sold.

Kessler Investment Group first reported a position in WELL in Q2 2013 and held it in 11 quarters. The position peaked at $428K in Q3 2013. 757 funds tracked by Wall St. Rank hold WELL as of Q4 2018.

  • Kessler Investment Group reported no remaining Welltower position as of Q4 2018 after selling out during the quarter.
  • Kessler Investment Group sold 70 Welltower shares in Q4 2018, an estimated $5K.
  • Kessler Investment Group first reported a position in Welltower in Q2 2013 and held it in 11 quarters.
  • Kessler Investment Group's Welltower position peaked at $428K in Q3 2013.
  • 757 funds tracked by Wall St. Rank held Welltower as of Q4 2018.

Based on Kessler Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.