Pekin Hardy Strauss’s Welltower WELL Stock Holding History

Pekin Hardy Strauss’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
2015 Q1	–	Sell	-4,012	Closed	-$304K	–	236
2014 Q4	$304K	Buy	+4,012	New	+$286K	0.04%	191

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pekin Hardy Strauss's WELL Position: Q1 2015 in Review

Pekin Hardy Strauss sold out of Welltower (WELL) in Q1 2015, closing a stake of 4,012 shares — an estimated $304K sold.

Pekin Hardy Strauss first reported a position in WELL in Q4 2014 and held it in 1 quarter. The position peaked at $304K in Q4 2014. 637 funds tracked by Wall St. Rank hold WELL as of Q1 2015.

Pekin Hardy Strauss reported no remaining Welltower position as of Q1 2015 after selling out during the quarter.
Pekin Hardy Strauss sold 4,012 Welltower shares in Q1 2015, an estimated $304K.
Pekin Hardy Strauss first reported a position in Welltower in Q4 2014 and held it in 1 quarter.
Pekin Hardy Strauss's Welltower position peaked at $304K in Q4 2014.
637 funds tracked by Wall St. Rank held Welltower as of Q1 2015.

Based on Pekin Hardy Strauss's 13F filing for Q1 2015, filed 11 May 2015.