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Lehman Financial Resources’s Welltower WELL Stock Holding History

Lehman Financial Resources’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
Q2 		– Sell
-38,480
Closed -$2.09M – 88
2018
Q1 		$2.09M Sell
38,480
-1,843
-5% -$104K 1.07% 24
2017
Q4 		$2.57M Sell
40,323
-1,165
-3% -$78.2K 1.34% 21
2017
Q3 		$2.92M Buy
41,488
+145
+0.4% +$10.5K 1.48% 25
2017
Q2 		$3.08M Sell
41,343
-795
-2% -$58.1K 1.73% 21
2017
Q1 		$2.98M Sell
42,138
-235
-0.6% -$15.9K 1.65% 22
2016
Q4 		$2.84M Buy
42,373
+1,206
+3% +$79.9K 1.62% 21
2016
Q3 		$3.08M Sell
41,167
-96
-0.2% -$7.35K 1.78% 21
2016
Q2 		$3.14M Sell
41,263
-695
-2% -$49.4K 1.58% 19
2016
Q1 		$2.91M Sell
41,958
-795
-2% -$51.3K 1.55% 19
2015
Q4 		$2.91M Sell
42,753
-94
-0.2% -$6.13K 1.57% 18
2015
Q3 		$2.9M Buy
42,847
+42,829
+237,939% +$2.86M 1.48% 17
2015
Q2 		$1K Hold
18
– – ﹤0.01% 412
2015
Q1 		$1K Buy
18
+1
+6% +$79 ﹤0.01% 409
2014
Q4 		$1K Hold
17
– – ﹤0.01% 388
2014
Q3 		$1K Hold
17
– – ﹤0.01% 410
2014
Q2 		$1K Hold
17
– – ﹤0.01% 387
2014
Q1 		$1K Buy
+17
New +$971 ﹤0.01% 395

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lehman Financial Resources's WELL Position: Q2 2018 in Review

Lehman Financial Resources sold out of Welltower (WELL) in Q2 2018, closing a stake of 38,480 shares — an estimated $2.09M sold.

Lehman Financial Resources first reported a position in WELL in Q1 2014 and held it in 17 quarters. The position peaked at $3.14M in Q2 2016. 726 funds tracked by Wall St. Rank hold WELL as of Q2 2018.

  • Lehman Financial Resources reported no remaining Welltower position as of Q2 2018 after selling out during the quarter.
  • Lehman Financial Resources sold 38,480 Welltower shares in Q2 2018, an estimated $2.09M.
  • Lehman Financial Resources first reported a position in Welltower in Q1 2014 and held it in 17 quarters.
  • Lehman Financial Resources's Welltower position peaked at $3.14M in Q2 2016.
  • 726 funds tracked by Wall St. Rank held Welltower as of Q2 2018.

Based on Lehman Financial Resources's 13F filing for Q2 2018, filed 15 Aug 2018.