KIG
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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 – 140
2018
Q3 		$5K Buy
+70
New +$4.52K 0.01% 124
2017
Q2 		– Sell
-40
Closed -$3K – 107
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 $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return