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Mariner Wealth Advisors (NYC)’s Welltower WELL Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015
Q1 		$35K Buy
+453
New +$35.7K 0.02% 210

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s WELL Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Welltower (WELL) in Q1 2015: 453 shares worth $35K. The stake represents 0.02% of the portfolio and ranks #210 among its holdings.

637 funds tracked by Wall St. Rank hold WELL as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 453 shares of Welltower worth $35K as of Q1 2015.
  • Welltower was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Welltower made up 0.02% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #210 holding.
  • 637 funds tracked by Wall St. Rank held Welltower as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.