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Longfellow Investment Management’s Welltower WELL Stock Holding History

Longfellow 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
2021
Q1 		– Sell
-2,684
Closed -$174K – 560
2020
Q4 		$174K Buy
+2,684
New +$163K 0.02% 279

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longfellow Investment Management's WELL Position: Q1 2021 in Review

Longfellow Investment Management sold out of Welltower (WELL) in Q1 2021, closing a stake of 2,684 shares — an estimated $174K sold.

Longfellow Investment Management first reported a position in WELL in Q4 2020 and held it in 1 quarter. The position peaked at $174K in Q4 2020. 734 funds tracked by Wall St. Rank hold WELL as of Q1 2021.

  • Longfellow Investment Management reported no remaining Welltower position as of Q1 2021 after selling out during the quarter.
  • Longfellow Investment Management sold 2,684 Welltower shares in Q1 2021, an estimated $174K.
  • Longfellow Investment Management first reported a position in Welltower in Q4 2020 and held it in 1 quarter.
  • Longfellow Investment Management's Welltower position peaked at $174K in Q4 2020.
  • 734 funds tracked by Wall St. Rank held Welltower as of Q1 2021.

Based on Longfellow Investment Management's 13F filing for Q1 2021, filed 17 May 2021.