PIA
WELL icon

Pinion Investment Advisors’s Welltower WELL Stock Holding History

Pinion 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
Q1 		– Sell
-4,311
Closed -$353K – 121
2019
Q4 		$353K Sell
4,311
-217
-5% -$18.6K 0.65% 74
2019
Q3 		$410K Sell
4,528
-276
-6% -$24K 0.84% 57
2019
Q2 		$392K Sell
4,804
-449
-9% -$35.3K 0.84% 58
2019
Q1 		$408K Sell
5,253
-822
-14% -$61.7K 0.71% 67
2018
Q4 		$422K Sell
6,075
-1,970
-24% -$134K 0.89% 49
2018
Q3 		$517K Sell
8,045
-530
-6% -$34.2K 0.99% 33
2018
Q2 		$538K Sell
8,575
-575
-6% -$32K 1.04% 33
2018
Q1 		$498K Buy
+9,150
New +$517K 1.07% 33

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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pinion Investment Advisors's WELL Position: Q1 2020 in Review

Pinion Investment Advisors sold out of Welltower (WELL) in Q1 2020, closing a stake of 4,311 shares — an estimated $353K sold.

Pinion Investment Advisors first reported a position in WELL in Q1 2018 and held it in 8 quarters. The position peaked at $538K in Q2 2018. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

  • Pinion Investment Advisors reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
  • Pinion Investment Advisors sold 4,311 Welltower shares in Q1 2020, an estimated $353K.
  • Pinion Investment Advisors first reported a position in Welltower in Q1 2018 and held it in 8 quarters.
  • Pinion Investment Advisors's Welltower position peaked at $538K in Q2 2018.
  • 752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Pinion Investment Advisors's 13F filing for Q1 2020, filed 14 May 2020.