Linscomb Wealth’s Welltower WELL Stock Holding History

Linscomb Wealth’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 Q4	–	Sell	-2,238	Closed	-$203K	–	420
2019 Q3	$203K	Buy	+2,238	New	+$195K	0.02%	265

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Linscomb Wealth's WELL Position: Q4 2019 in Review

Linscomb Wealth sold out of Welltower (WELL) in Q4 2019, closing a stake of 2,238 shares — an estimated $203K sold.

Linscomb Wealth first reported a position in WELL in Q3 2019 and held it in 1 quarter. The position peaked at $203K in Q3 2019. 861 funds tracked by Wall St. Rank hold WELL as of Q4 2019.

Linscomb Wealth reported no remaining Welltower position as of Q4 2019 after selling out during the quarter.
Linscomb Wealth sold 2,238 Welltower shares in Q4 2019, an estimated $203K.
Linscomb Wealth first reported a position in Welltower in Q3 2019 and held it in 1 quarter.
Linscomb Wealth's Welltower position peaked at $203K in Q3 2019.
861 funds tracked by Wall St. Rank held Welltower as of Q4 2019.

Based on Linscomb Wealth's 13F filing for Q4 2019, filed 13 Feb 2020.