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Maple Capital Management’s Welltower WELL Stock Holding History

Maple Capital 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
-8,153
Closed -$566K – 126
2018
Q4 		$566K Sell
8,153
-1,490
-15% -$101K 0.15% 71
2018
Q3 		$620K Sell
9,643
-387
-4% -$25K 0.14% 76
2018
Q2 		$629K Sell
10,030
-1,125
-10% -$62.7K 0.16% 72
2018
Q1 		$607K Sell
11,155
-3,075
-22% -$174K 0.15% 76
2017
Q4 		$907K Sell
14,230
-115
-0.8% -$7.72K 0.23% 64
2017
Q3 		$1.01M Buy
14,345
+250
+2% +$18.2K 0.27% 60
2017
Q2 		$1.05M Sell
14,095
-1,000
-7% -$73.1K 0.3% 56
2017
Q1 		$1.07M Sell
15,095
-160
-1% -$10.8K 0.32% 59
2016
Q4 		$1.02M Buy
15,255
+415
+3% +$27.5K 0.32% 58
2016
Q3 		$1.11M Sell
14,840
-43
-0.3% -$3.29K 0.36% 55
2016
Q2 		$1.13M Sell
14,883
-350
-2% -$24.9K 0.41% 54
2016
Q1 		$1.06M Sell
15,233
-983
-6% -$63.4K 0.39% 53
2015
Q4 		$1.1M Sell
16,216
-450
-3% -$29.4K 0.39% 59
2015
Q3 		$1.13M Sell
16,666
-650
-4% -$43.4K 0.42% 59
2015
Q2 		$1.14M Buy
17,316
+78
+0.5% +$5.59K 0.39% 59
2015
Q1 		$1.33M Buy
17,238
+900
+6% +$70.8K 0.46% 56
2014
Q4 		$1.24M Sell
16,338
-46
-0.3% -$3.28K 0.45% 54
2014
Q3 		$1.02M Buy
16,384
+475
+3% +$30.6K 0.39% 60
2014
Q2 		$997K Buy
15,909
+400
+3% +$25.2K 0.36% 64
2014
Q1 		$924K Buy
15,509
+1,550
+11% +$88.6K 0.36% 67
2013
Q4 		$748K Buy
13,959
+2,500
+22% +$149K 0.3% 66
2013
Q3 		$715K Sell
11,459
-50
-0.4% -$3.18K 0.31% 67
2013
Q2 		$771K Buy
+11,509
New +$818K 0.34% 64

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

Maple Capital Management's WELL Position: Q1 2019 in Review

Maple Capital Management sold out of Welltower (WELL) in Q1 2019, closing a stake of 8,153 shares — an estimated $566K sold.

Maple Capital Management first reported a position in WELL in Q2 2013 and held it in 23 quarters. The position peaked at $1.33M in Q1 2015. 806 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

  • Maple Capital Management reported no remaining Welltower position as of Q1 2019 after selling out during the quarter.
  • Maple Capital Management sold 8,153 Welltower shares in Q1 2019, an estimated $566K.
  • Maple Capital Management first reported a position in Welltower in Q2 2013 and held it in 23 quarters.
  • Maple Capital Management's Welltower position peaked at $1.33M in Q1 2015.
  • 806 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

Based on Maple Capital Management's 13F filing for Q1 2019, filed 15 May 2019.