Lion Street Advisors’s Welltower WELL Stock Holding History

Lion Street Advisors’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
2020 Q2	–	Sell	-14	Closed	-$1K	–	412
2020 Q1	$1K	Buy	+14	New	+$1.03K	0.01%	418

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lion Street Advisors's WELL Position: Q2 2020 in Review

Lion Street Advisors sold out of Welltower (WELL) in Q2 2020, closing a stake of 14 shares — an estimated $1K sold.

Lion Street Advisors first reported a position in WELL in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 731 funds tracked by Wall St. Rank hold WELL as of Q2 2020.

Lion Street Advisors reported no remaining Welltower position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 14 Welltower shares in Q2 2020, an estimated $1K.
Lion Street Advisors first reported a position in Welltower in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's Welltower position peaked at $1K in Q1 2020.
731 funds tracked by Wall St. Rank held Welltower as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.