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Portfolio Solutions’s Welltower WELL Stock Holding History

Portfolio Solutions’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 		– Sell
-265
Closed -$14K – 180
2018
Q1 		$14K Hold
265
– – ﹤0.01% 110
2017
Q4 		$17K Hold
265
– – ﹤0.01% 102
2017
Q3 		$19K Hold
265
– – ﹤0.01% 97
2017
Q2 		$20K Hold
265
– – ﹤0.01% 88
2017
Q1 		$19K Buy
+265
New +$17.9K ﹤0.01% 95

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

Portfolio Solutions's WELL Position: Q2 2018 in Review

Portfolio Solutions sold out of Welltower (WELL) in Q2 2018, closing a stake of 265 shares — an estimated $14K sold.

Portfolio Solutions first reported a position in WELL in Q1 2017 and held it in 5 quarters. The position peaked at $20K in Q2 2017. 726 funds tracked by Wall St. Rank hold WELL as of Q2 2018.

  • Portfolio Solutions reported no remaining Welltower position as of Q2 2018 after selling out during the quarter.
  • Portfolio Solutions sold 265 Welltower shares in Q2 2018, an estimated $14K.
  • Portfolio Solutions first reported a position in Welltower in Q1 2017 and held it in 5 quarters.
  • Portfolio Solutions's Welltower position peaked at $20K in Q2 2017.
  • 726 funds tracked by Wall St. Rank held Welltower as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.