P8IP
WELL.PRI

Pier 88 Investment Partners’s Welltower Inc. WELL.PRI Stock Holding History

Pier 88 Investment Partners’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-86,890
Closed -$4.85M – 122
2018
Q1 		$4.85M Sell
86,890
-35,600
-29% -$2.02M 2.32% 17
2017
Q4 		$7.33M Buy
122,490
+500
+0.4% +$30.9K 2.74% 14
2017
Q3 		$7.74M Sell
121,990
-30,835
-20% -$2.01M 3% 11
2017
Q2 		$10.1M Buy
152,825
+28,500
+23% +$1.86M 4.11% 7
2017
Q1 		$7.85M Buy
124,325
+97,325
+360% +$5.94M 3.23% 12
2016
Q4 		$1.65M Buy
+27,000
New +$1.63M 0.95% 29

Other funds holding WELL.PRI

TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

Pier 88 Investment Partners's WELL.PRI Position: Q2 2018 in Review

Pier 88 Investment Partners sold out of Welltower Inc. (WELL.PRI) in Q2 2018, closing a stake of 86,890 shares — an estimated $4.85M sold.

Pier 88 Investment Partners first reported a position in WELL.PRI in Q4 2016 and held it in 6 quarters. The position peaked at $10.1M in Q2 2017. 5 funds tracked by Wall St. Rank hold WELL.PRI as of Q2 2018.

  • Pier 88 Investment Partners reported no remaining Welltower Inc. position as of Q2 2018 after selling out during the quarter.
  • Pier 88 Investment Partners sold 86,890 Welltower Inc. shares in Q2 2018, an estimated $4.85M.
  • Pier 88 Investment Partners first reported a position in Welltower Inc. in Q4 2016 and held it in 6 quarters.
  • Pier 88 Investment Partners's Welltower Inc. position peaked at $10.1M in Q2 2017.
  • 5 funds tracked by Wall St. Rank held Welltower Inc. as of Q2 2018.

Based on Pier 88 Investment Partners's 13F filing for Q2 2018, filed 25 Jul 2018.