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Princeton Capital Management’s Welltower WELL Stock Holding History

Princeton Capital Management’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
2016
Q4 		$820K Buy
12,256
+2,056
+20% +$136K 1.19% 47
2016
Q3 		$763K Buy
+10,200
New +$781K 0.94% 54

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Princeton Capital Management's WELL Position: Q4 2016 in Review

Princeton Capital Management increased its Welltower (WELL) stake by 20% in Q4 2016, buying an estimated $136K and bringing the position to 12,256 shares worth $820K. The position accounts for 1.19% of the portfolio, ranked #47.

Princeton Capital Management first reported a position in WELL in Q3 2016 and has held it in 2 quarters since. 695 funds tracked by Wall St. Rank hold WELL as of Q4 2016.

  • Princeton Capital Management held 12,256 shares of Welltower worth $820K as of Q4 2016.
  • Princeton Capital Management bought 2,056 Welltower shares in Q4 2016, an estimated $136K.
  • Welltower made up 1.19% of Princeton Capital Management's portfolio in Q4 2016, its #47 holding.
  • Princeton Capital Management first reported a position in Welltower in Q3 2016 and has held it in 2 quarters since.
  • 695 funds tracked by Wall St. Rank held Welltower as of Q4 2016.

Based on Princeton Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.