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Piedmont Investment Advisors’s Welltower WELL Stock Holding History

Piedmont Investment Advisors’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
-7,723
Closed -$354K – 691
2020
Q1 		$354K Buy
7,723
+137
+2% +$10.1K 0.01% 533
2019
Q4 		$620K Buy
7,586
+1,281
+20% +$110K 0.02% 449
2019
Q3 		$572K Buy
6,305
+294
+5% +$25.6K 0.02% 467
2019
Q2 		$490K Sell
6,011
-215
-3% -$16.9K 0.02% 555
2019
Q1 		$483K Buy
6,226
+643
+12% +$48.2K 0.02% 547
2018
Q4 		$388K Buy
5,583
+1,717
+44% +$117K 0.02% 577
2018
Q3 		$249K Sell
3,866
-490
-11% -$31.6K 0.01% 875
2018
Q2 		$273K Buy
+4,356
New +$243K 0.01% 682
2017
Q1 		– Sell
-1,021
Closed -$68.3K – 633
2016
Q4 		$68.3K Buy
1,021
+1,019
+50,950% +$67.5K ﹤0.01% 409
2016
Q3 		$149 Hold
2
– – ﹤0.01% 626
2016
Q2 		$152 Buy
+2
New +$142 ﹤0.01% 588

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

Piedmont Investment Advisors's WELL Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Welltower (WELL) in Q2 2020, closing a stake of 7,723 shares — an estimated $354K sold.

Piedmont Investment Advisors first reported a position in WELL in Q2 2016 and held it in 11 quarters. The position peaked at $620K in Q4 2019. 731 funds tracked by Wall St. Rank hold WELL as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Welltower position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 7,723 Welltower shares in Q2 2020, an estimated $354K.
  • Piedmont Investment Advisors first reported a position in Welltower in Q2 2016 and held it in 11 quarters.
  • Piedmont Investment Advisors's Welltower position peaked at $620K in Q4 2019.
  • 731 funds tracked by Wall St. Rank held Welltower as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.