NFH
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NEXT Financial Holdings’s Welltower WELL Stock Holding History

NEXT Financial Holdings’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 		$133K Buy
+1,713
New +$129K 0.03% 463

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

NEXT Financial Holdings's WELL Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Welltower (WELL) in Q1 2019: 1,713 shares worth $133K. The stake represents 0.03% of the portfolio and ranks #463 among its holdings.

805 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

  • NEXT Financial Holdings held 1,713 shares of Welltower worth $133K as of Q1 2019.
  • Welltower was a new NEXT Financial Holdings position in Q1 2019.
  • Welltower made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #463 holding.
  • 805 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.