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Kiwi Wealth Investments Limited Partnership’s Welltower WELL Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2019
Q3 		– Sell
-89,679
Closed -$7.31M – 227
2019
Q2 		$7.31M Sell
89,679
-43,385
-33% -$3.41M 0.64% 42
2019
Q1 		$10.3M Buy
133,064
+23,274
+21% +$1.75M 0.94% 28
2018
Q4 		$7.62M Buy
+109,790
New +$7.47M 0.8% 37
2017
Q4 		– Sell
-186,975
Closed -$13.1M – 175
2017
Q3 		$13.1M Buy
186,975
+22,104
+13% +$1.61M 1.58% 23
2017
Q2 		$12.3M Sell
164,871
-30,584
-16% -$2.24M 1.13% 12
2017
Q1 		$13.8M Sell
195,455
-1,454
-0.7% -$98.1K 1.14% 13
2016
Q4 		$13.2M Buy
196,909
+4,759
+2% +$315K 1.12% 17
2016
Q3 		$14.4M Sell
192,150
-37,498
-16% -$2.87M 1.24% 19
2016
Q2 		$17.5M Buy
229,648
+106,853
+87% +$7.59M 1.71% 7
2016
Q1 		$8.52M Sell
122,795
-8,573
-7% -$553K 0.87% 43
2015
Q4 		$8.94M Sell
131,368
-102,906
-44% -$6.72M 1% 36
2015
Q3 		$15.9M Buy
+234,274
New +$15.6M 1.86% 17

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's WELL Position: Q3 2019 in Review

Kiwi Wealth Investments Limited Partnership sold out of Welltower (WELL) in Q3 2019, closing a stake of 89,679 shares — an estimated $7.31M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in WELL in Q3 2015 and held it in 12 quarters. The position peaked at $17.5M in Q2 2016. 818 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Welltower position as of Q3 2019 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 89,679 Welltower shares in Q3 2019, an estimated $7.31M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Welltower in Q3 2015 and held it in 12 quarters.
  • Kiwi Wealth Investments Limited Partnership's Welltower position peaked at $17.5M in Q2 2016.
  • 818 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2019, filed 13 Nov 2019.