Marino Stram & Associates’s Welltower WELL Stock Holding History

Marino Stram & Associates’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
2018 Q2	–	Sell	-952	Closed	-$52K	–	534
2018 Q1	$52K	Hold	952	–	–	0.05%	162
2017 Q4	$61K	Buy	+952	New	+$63.9K	0.06%	154

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marino Stram & Associates's WELL Position: Q2 2018 in Review

Marino Stram & Associates sold out of Welltower (WELL) in Q2 2018, closing a stake of 952 shares — an estimated $52K sold.

Marino Stram & Associates first reported a position in WELL in Q4 2017 and held it in 2 quarters. The position peaked at $61K in Q4 2017. 726 funds tracked by Wall St. Rank hold WELL as of Q2 2018.

Marino Stram & Associates reported no remaining Welltower position as of Q2 2018 after selling out during the quarter.
Marino Stram & Associates sold 952 Welltower shares in Q2 2018, an estimated $52K.
Marino Stram & Associates first reported a position in Welltower in Q4 2017 and held it in 2 quarters.
Marino Stram & Associates's Welltower position peaked at $61K in Q4 2017.
726 funds tracked by Wall St. Rank held Welltower as of Q2 2018.

Based on Marino Stram & Associates's 13F filing for Q2 2018, filed 14 Aug 2018.