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Macroview Investment Management’s Welltower WELL Stock Holding History

Macroview 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
2019
Q1 		– Sell
-55
Closed -$4K – 396
2018
Q4 		$4K Hold
55
– – 0.01% 180
2018
Q3 		$4K Hold
55
– – 0.01% 206
2018
Q2 		$3K Buy
55
+1
+2% +$56 0.01% 219
2018
Q1 		$3K Buy
54
+1
+2% +$56 0.01% 172
2017
Q4 		$3K Buy
53
+1
+2% +$67 0.01% 111
2017
Q3 		$4K Hold
52
– – 0.02% 112
2017
Q2 		$4K Buy
52
+1
+2% +$73 0.02% 154
2017
Q1 		$4K Sell
51
-89
-64% -$6K 0.02% 85
2016
Q4 		$9K Buy
140
+2
+1% +$132 0.05% 69
2016
Q3 		$10K Buy
138
+2
+1% +$153 0.04% 67
2016
Q2 		$10K Buy
136
+1
+0.7% +$71 0.04% 57
2016
Q1 		$9K Sell
135
-863
-86% -$55.6K 0.04% 58
2015
Q4 		$68K Sell
998
-240
-19% -$15.7K 0.22% 35
2015
Q3 		$84K Sell
1,238
-560
-31% -$37.4K 0.15% 32
2015
Q2 		$118K Buy
1,798
+8
+0.4% +$574 0.13% 32
2015
Q1 		$138K Sell
1,790
-376
-17% -$29.6K 0.13% 38
2014
Q4 		$164K Buy
+2,166
New +$155K 0.17% 38
2014
Q1 		– Sell
-100
Closed -$5K – 302
2013
Q4 		$5K Hold
100
– – 0.01% 147
2013
Q3 		$6K Hold
100
– – 0.01% 146
2013
Q2 		$7K Buy
+100
New +$7.1K 0.01% 100

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Macroview Investment Management's WELL Position: Q1 2019 in Review

Macroview Investment Management sold out of Welltower (WELL) in Q1 2019, closing a stake of 55 shares — an estimated $4K sold.

Macroview Investment Management first reported a position in WELL in Q2 2013 and held it in 20 quarters. The position peaked at $164K in Q4 2014. 806 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

  • Macroview Investment Management reported no remaining Welltower position as of Q1 2019 after selling out during the quarter.
  • Macroview Investment Management sold 55 Welltower shares in Q1 2019, an estimated $4K.
  • Macroview Investment Management first reported a position in Welltower in Q2 2013 and held it in 20 quarters.
  • Macroview Investment Management's Welltower position peaked at $164K in Q4 2014.
  • 806 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

Based on Macroview Investment Management's 13F filing for Q1 2019, filed 9 May 2019.