Lord, Abbett & Co
WELL.PRI

Lord, Abbett & Co’s Welltower Inc. WELL.PRI Stock Holding History

Lord, Abbett & Co’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-201,765
Closed -$12.3M – 990
2015
Q4 		$12.3M Buy
201,765
+58,835
+41% +$3.52M 0.04% 550
2015
Q3 		$8.68M Buy
+142,930
New +$8.73M 0.03% 619
2014
Q4 		– Sell
-474,500
Closed -$27.1M – 1021
2014
Q3 		$27.1M Hold
474,500
– – 0.07% 400
2014
Q2 		$27.4M Hold
474,500
– – 0.06% 444
2014
Q1 		$26.3M Buy
+474,500
New +$25.8M 0.06% 441

Other funds holding WELL.PRI

AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $2.11B AUM 1.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $209B AUM 15.5% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
WCM
Waterstone Capital Management St. Louis Park, Minnesota $98.6M AUM 19.4% 1-Year Est. Return