Landaas & Company’s Welltower WELL Stock Holding History

Landaas & Company’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	–	Sell	-300	Closed	-$19K	–	308
2018 Q2	$19K	Buy	+300	New	+$16.7K	0.02%	230
2018 Q1	–	Sell	-300	Closed	-$19K	–	302
2017 Q4	$19K	Hold	300	–	–	0.02%	222
2017 Q3	$21K	Buy	+300	New	+$21.8K	0.02%	213

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

Landaas & Company's WELL Position: Q3 2018 in Review

Landaas & Company sold out of Welltower (WELL) in Q3 2018, closing a stake of 300 shares — an estimated $19K sold.

Landaas & Company first reported a position in WELL in Q3 2017 and held it in 3 quarters. The position peaked at $21K in Q3 2017. 725 funds tracked by Wall St. Rank hold WELL as of Q3 2018.

Landaas & Company reported no remaining Welltower position as of Q3 2018 after selling out during the quarter.
Landaas & Company sold 300 Welltower shares in Q3 2018, an estimated $19K.
Landaas & Company first reported a position in Welltower in Q3 2017 and held it in 3 quarters.
Landaas & Company's Welltower position peaked at $21K in Q3 2017.
725 funds tracked by Wall St. Rank held Welltower as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.