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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 		$5.28M Sell
84,200
-104,300
-55% -$5.81M 0.02% 740
2018
Q1 		$10.3M Buy
188,500
+121,200
+180% +$6.84M 0.04% 435
2017
Q4 		$4.29M Buy
67,300
+5,400
+9% +$362K 0.02% 906
2017
Q3 		$4.35M Sell
61,900
-6,600
-10% -$480K 0.02% 836
2017
Q2 		$5.13M Buy
68,500
+21,300
+45% +$1.56M 0.03% 696
2017
Q1 		$3.34M Buy
47,200
+5,300
+13% +$358K 0.03% 792
2016
Q4 		$2.8M Sell
41,900
-45,400
-52% -$3.01M 0.02% 1055
2016
Q3 		$6.53M Buy
87,300
+7,900
+10% +$605K 0.05% 545
2016
Q2 		$6.05M Buy
79,400
+8,300
+12% +$589K 0.05% 565
2016
Q1 		$4.93M Buy
71,100
+63,800
+874% +$4.11M 0.04% 621
2015
Q4 		$497K Sell
7,300
-26,100
-78% -$1.7M ﹤0.01% 2598
2015
Q3 		$2.26M Buy
33,400
+29,900
+854% +$2M 0.01% 1475
2015
Q2 		$230K Sell
3,500
-12,700
-78% -$911K ﹤0.01% 3575
2015
Q1 		$1.25M Sell
16,200
-27,900
-63% -$2.2M 0.01% 1656
2014
Q4 		$3.34M Buy
44,100
+1,300
+3% +$92.8K 0.03% 909
2014
Q3 		$2.67M Buy
+42,800
New +$2.76M 0.02% 1022
2014
Q2 		– Sell
-8,000
Closed -$477K – 5186
2014
Q1 		$477K Sell
8,000
-24,700
-76% -$1.41M ﹤0.01% 2595
2013
Q4 		$1.75M Buy
32,700
+20,300
+164% +$1.21M 0.01% 1549
2013
Q3 		$386K Sell
12,400
-21,300
-63% -$1.35M ﹤0.01% 3046
2013
Q2 		$2.26K Buy
+33,700
New +$2.39M 0.01% 1416

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.