KHP Capital’s Welltower WELL Stock Holding History

KHP Capital’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	$64K	Hold	1,000	–	–	0.04%	103
2018 Q2	$63K	Hold	1,000	–	–	0.04%	100
2018 Q1	$54K	Buy	+1,000	New	+$56.5K	0.04%	105

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

KHP Capital's WELL Position: Q3 2018 in Review

KHP Capital held its Welltower (WELL) position steady in Q3 2018 at 1,000 shares worth $64K. The position accounts for 0.04% of the portfolio, ranked #103.

KHP Capital first reported a position in WELL in Q1 2018 and has held it in 3 quarters since. 725 funds tracked by Wall St. Rank hold WELL as of Q3 2018.

KHP Capital held 1,000 shares of Welltower worth $64K as of Q3 2018.
KHP Capital left its Welltower share count unchanged in Q3 2018.
Welltower made up 0.04% of KHP Capital's portfolio in Q3 2018, its #103 holding.
KHP Capital first reported a position in Welltower in Q1 2018 and has held it in 3 quarters since.
725 funds tracked by Wall St. Rank held Welltower as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.