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PEAK6 Group’s Welltower WELL Stock Holding History

PEAK6 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
2018
Q2 		– Sell
-91,739
Closed -$5.11M – 5056
2018
Q1 		$4.99M Buy
+91,739
New +$5.18M 0.02% 806
2014
Q1 		– Sell
-15,381
Closed -$879K – 5441
2013
Q4 		$824K Buy
15,381
+15,039
+4,397% +$894K 0.01% 2215
2013
Q3 		$11K Sell
342
-6,154
-95% -$391K ﹤0.01% 4895
2013
Q2 		$435 Buy
+6,496
New +$461K ﹤0.01% 2938

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PEAK6 Group's WELL Position: Q2 2018 in Review

PEAK6 Group sold out of Welltower (WELL) in Q2 2018, closing a stake of 91,739 shares — an estimated $5.11M sold.

PEAK6 Group first reported a position in WELL in Q2 2013 and held it in 4 quarters. The position peaked at $4.99M in Q1 2018. 726 funds tracked by Wall St. Rank hold WELL as of Q2 2018.

  • PEAK6 Group reported no remaining Welltower position as of Q2 2018 after selling out during the quarter.
  • PEAK6 Group sold 91,739 Welltower shares in Q2 2018, an estimated $5.11M.
  • PEAK6 Group first reported a position in Welltower in Q2 2013 and held it in 4 quarters.
  • PEAK6 Group's Welltower position peaked at $4.99M in Q1 2018.
  • 726 funds tracked by Wall St. Rank held Welltower as of Q2 2018.

Based on PEAK6 Group's 13F filing for Q2 2018, filed 15 Aug 2018.