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Patton Albertson Miller Group’s Welltower WELL Stock Holding History

Patton Albertson Miller Group’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
2020
Q2 		– Sell
-6,195
Closed -$284K – 220
2020
Q1 		$284K Sell
6,195
-1,020
-14% -$75.3K 0.1% 182
2019
Q4 		$590K Hold
7,215
– – 0.15% 141
2019
Q3 		$654K Hold
7,215
– – 0.19% 132
2019
Q2 		$637K Buy
+7,215
New +$567K 0.18% 136

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patton Albertson Miller Group's WELL Position: Q2 2020 in Review

Patton Albertson Miller Group sold out of Welltower (WELL) in Q2 2020, closing a stake of 6,195 shares — an estimated $284K sold.

Patton Albertson Miller Group first reported a position in WELL in Q2 2019 and held it in 4 quarters. The position peaked at $654K in Q3 2019. 731 funds tracked by Wall St. Rank hold WELL as of Q2 2020.

  • Patton Albertson Miller Group reported no remaining Welltower position as of Q2 2020 after selling out during the quarter.
  • Patton Albertson Miller Group sold 6,195 Welltower shares in Q2 2020, an estimated $284K.
  • Patton Albertson Miller Group first reported a position in Welltower in Q2 2019 and held it in 4 quarters.
  • Patton Albertson Miller Group's Welltower position peaked at $654K in Q3 2019.
  • 731 funds tracked by Wall St. Rank held Welltower as of Q2 2020.

Based on Patton Albertson Miller Group's 13F filing for Q2 2020, filed 10 Aug 2020.