LSV Asset Management
WELL icon

LSV Asset Management’s Welltower WELL Stock Holding History

LSV Asset 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
2017
Q1 		– Sell
-306,800
Closed -$20.5M – 1061
2016
Q4 		$20.5M Sell
306,800
-51,300
-14% -$3.4M 0.04% 343
2016
Q3 		$26.8M Buy
358,100
+4,400
+1% +$337K 0.05% 283
2016
Q2 		$26.9M Buy
353,700
+52,300
+17% +$3.71M 0.06% 277
2016
Q1 		$20.9M Buy
+301,400
New +$19.4M 0.04% 289
2013
Q4 		– Sell
-3,020
Closed -$188K – 953
2013
Q3 		$188K Buy
+3,020
New +$192K ﹤0.01% 843

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