Private Portfolio Partners’s Welltower WELL Stock Holding History

Private Portfolio Partners’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
2019 Q3	–	Sell	-2,854	Closed	-$233K	–	229
2019 Q2	$233K	Buy	+2,854	New	+$224K	0.1%	197

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Private Portfolio Partners's WELL Position: Q3 2019 in Review

Private Portfolio Partners sold out of Welltower (WELL) in Q3 2019, closing a stake of 2,854 shares — an estimated $233K sold.

Private Portfolio Partners first reported a position in WELL in Q2 2019 and held it in 1 quarter. The position peaked at $233K in Q2 2019. 817 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

Private Portfolio Partners reported no remaining Welltower position as of Q3 2019 after selling out during the quarter.
Private Portfolio Partners sold 2,854 Welltower shares in Q3 2019, an estimated $233K.
Private Portfolio Partners first reported a position in Welltower in Q2 2019 and held it in 1 quarter.
Private Portfolio Partners's Welltower position peaked at $233K in Q2 2019.
817 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Private Portfolio Partners's 13F filing for Q3 2019, filed 13 Nov 2019.