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MIM
Macroview Investment Management’s
Welltower
WELL
Stock Holding History
Macroview Investment Management’s Portfolio
WELL Stock Details
WELL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
–
Sell
-55
Closed
-$4K
–
397
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
–
305
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
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
PI
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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