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Miller Howard Investments’s Welltower WELL Stock Holding History

Miller Howard Investments’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
-7,235
Closed -$502K – 170
2018
Q4 		$502K Sell
7,235
-1,583
-18% -$108K 0.01% 163
2018
Q3 		$567K Sell
8,818
-2,188
-20% -$141K 0.01% 160
2018
Q2 		$690K Sell
11,006
-498
-4% -$27.8K 0.02% 155
2018
Q1 		$626K Sell
11,504
-389,350
-97% -$22M 0.01% 157
2017
Q4 		$25.6M Sell
400,854
-64,143
-14% -$4.31M 0.56% 55
2017
Q3 		$32.7M Sell
464,997
-11,695
-2% -$850K 0.67% 53
2017
Q2 		$35.7M Sell
476,692
-10,621
-2% -$776K 0.71% 54
2017
Q1 		$34.5M Buy
+487,313
New +$32.9M 0.67% 58

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Miller Howard Investments's WELL Position: Q1 2019 in Review

Miller Howard Investments sold out of Welltower (WELL) in Q1 2019, closing a stake of 7,235 shares — an estimated $502K sold.

Miller Howard Investments first reported a position in WELL in Q1 2017 and held it in 8 quarters. The position peaked at $35.7M in Q2 2017. 805 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

  • Miller Howard Investments reported no remaining Welltower position as of Q1 2019 after selling out during the quarter.
  • Miller Howard Investments sold 7,235 Welltower shares in Q1 2019, an estimated $502K.
  • Miller Howard Investments first reported a position in Welltower in Q1 2017 and held it in 8 quarters.
  • Miller Howard Investments's Welltower position peaked at $35.7M in Q2 2017.
  • 805 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

Based on Miller Howard Investments's 13F filing for Q1 2019, filed 22 Apr 2019.