Neuberger Berman Group
WELL.PRI

Neuberger Berman Group’s Welltower Inc. WELL.PRI Stock Holding History

Neuberger Berman Group’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-11,923
Closed -$718K – 1671
2016
Q4 		$718K Sell
11,923
-200
-2% -$12.1K ﹤0.01% 1207
2016
Q3 		$807K Hold
12,123
– – ﹤0.01% 1160
2016
Q2 		$822K Hold
12,123
– – ﹤0.01% 1141
2016
Q1 		$753K Buy
12,123
+90
+0.7% +$5.29K ﹤0.01% 1161
2015
Q4 		$732K Sell
12,033
-390
-3% -$23.3K ﹤0.01% 1191
2015
Q3 		$754K Hold
12,423
– – ﹤0.01% 1220
2015
Q2 		$738K Hold
12,423
– – ﹤0.01% 1257
2015
Q1 		$834K Hold
12,423
– – ﹤0.01% 1246
2014
Q4 		$818K Hold
12,423
– – ﹤0.01% 1261
2014
Q3 		$710K Hold
12,423
– – ﹤0.01% 1305
2014
Q2 		$717K Sell
12,423
-267
-2% -$15.5K ﹤0.01% 1322
2014
Q1 		$705K Hold
12,690
– – ﹤0.01% 1277
2013
Q4 		$650K Hold
12,690
– – ﹤0.01% 1291
2013
Q3 		$730K Buy
+12,690
New +$752K ﹤0.01% 1238

Other funds holding WELL.PRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group's WELL.PRI Position: Q1 2017 in Review

Neuberger Berman Group sold out of Welltower Inc. (WELL.PRI) in Q1 2017, closing a stake of 11,923 shares — an estimated $718K sold.

Neuberger Berman Group first reported a position in WELL.PRI in Q3 2013 and held it in 14 quarters. The position peaked at $834K in Q1 2015. 69 funds tracked by Wall St. Rank hold WELL.PRI as of Q1 2017.

  • Neuberger Berman Group reported no remaining Welltower Inc. position as of Q1 2017 after selling out during the quarter.
  • Neuberger Berman Group sold 11,923 Welltower Inc. shares in Q1 2017, an estimated $718K.
  • Neuberger Berman Group first reported a position in Welltower Inc. in Q3 2013 and held it in 14 quarters.
  • Neuberger Berman Group's Welltower Inc. position peaked at $834K in Q1 2015.
  • 69 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2017.

Based on Neuberger Berman Group's 13F filing for Q1 2017, filed 10 May 2017.