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Land & Buildings Investment Management’s Welltower WELL Stock Holding History

Land & Buildings Investment Management’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
2014
Q1 		– Sell
-8,800
Closed -$542K – 35
2013
Q4 		$542K Buy
+8,800
New +$523K 0.47% 26

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Land & Buildings Investment Management's WELL Position: Q1 2014 in Review

Land & Buildings Investment Management sold out of Welltower (WELL) in Q1 2014, closing a stake of 8,800 shares — an estimated $542K sold.

Land & Buildings Investment Management first reported a position in WELL in Q4 2013 and held it in 1 quarter. The position peaked at $542K in Q4 2013. 535 funds tracked by Wall St. Rank hold WELL as of Q1 2014.

  • Land & Buildings Investment Management reported no remaining Welltower position as of Q1 2014 after selling out during the quarter.
  • Land & Buildings Investment Management sold 8,800 Welltower shares in Q1 2014, an estimated $542K.
  • Land & Buildings Investment Management first reported a position in Welltower in Q4 2013 and held it in 1 quarter.
  • Land & Buildings Investment Management's Welltower position peaked at $542K in Q4 2013.
  • 535 funds tracked by Wall St. Rank held Welltower as of Q1 2014.

Based on Land & Buildings Investment Management's 13F filing for Q1 2014, filed 15 May 2014.