Luther King Capital Management (LKCM)
WELL icon

Luther King Capital Management (LKCM)’s Welltower WELL Stock Holding History

Luther King Capital Management (LKCM)’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
Q3 		– Sell
-3,637
Closed -$302K – 623
2021
Q2 		$302K Buy
+3,637
New +$278K ﹤0.01% 549

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

Luther King Capital Management (LKCM)'s WELL Position: Q3 2021 in Review

Luther King Capital Management (LKCM) sold out of Welltower (WELL) in Q3 2021, closing a stake of 3,637 shares — an estimated $302K sold.

Luther King Capital Management (LKCM) first reported a position in WELL in Q2 2021 and held it in 1 quarter. The position peaked at $302K in Q2 2021. 760 funds tracked by Wall St. Rank hold WELL as of Q3 2021.

  • Luther King Capital Management (LKCM) reported no remaining Welltower position as of Q3 2021 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 3,637 Welltower shares in Q3 2021, an estimated $302K.
  • Luther King Capital Management (LKCM) first reported a position in Welltower in Q2 2021 and held it in 1 quarter.
  • Luther King Capital Management (LKCM)'s Welltower position peaked at $302K in Q2 2021.
  • 760 funds tracked by Wall St. Rank held Welltower as of Q3 2021.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2021, filed 10 Nov 2021.