Nair Vinay’s Welltower WELL Stock Holding History

Nair Vinay’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	–	Sell	-7,995	Closed	-$605K	–	460
2014 Q4	$605K	Buy	+7,995	New	+$571K	0.74%	29

Other funds holding WELL

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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 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 New York $1.81T AUM 41.13% 1-Year Est. Return

Nair Vinay's WELL Position: Q1 2015 in Review

Nair Vinay sold out of Welltower (WELL) in Q1 2015, closing a stake of 7,995 shares — an estimated $605K sold.

Nair Vinay first reported a position in WELL in Q4 2014 and held it in 1 quarter. The position peaked at $605K in Q4 2014. 637 funds tracked by Wall St. Rank hold WELL as of Q1 2015.

Nair Vinay reported no remaining Welltower position as of Q1 2015 after selling out during the quarter.
Nair Vinay sold 7,995 Welltower shares in Q1 2015, an estimated $605K.
Nair Vinay first reported a position in Welltower in Q4 2014 and held it in 1 quarter.
Nair Vinay's Welltower position peaked at $605K in Q4 2014.
637 funds tracked by Wall St. Rank held Welltower as of Q1 2015.

Based on Nair Vinay's 13F filing for Q1 2015, filed 7 May 2015.