PI
WELL.PRI

Putnam Investments’s Welltower Inc. WELL.PRI Stock Holding History

Putnam Investments’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
-18,594
Closed -$1.04M – 1237
2018
Q1 		$1.04M Hold
18,594
– – ﹤0.01% 855
2017
Q4 		$1.11M Hold
18,594
– – ﹤0.01% 874
2017
Q3 		$1.18M Hold
18,594
– – ﹤0.01% 887
2017
Q2 		$1.23M Hold
18,594
– – ﹤0.01% 869
2017
Q1 		$1.18M Sell
18,594
-1,078
-5% -$65.8K ﹤0.01% 969
2016
Q4 		$1.18M Hold
19,672
– – ﹤0.01% 969
2016
Q3 		$1.31M Buy
19,672
+955
+5% +$65.6K ﹤0.01% 959
2016
Q2 		$1.27M Buy
18,717
+905
+5% +$57.8K ﹤0.01% 1058
2016
Q1 		$1.1M Buy
17,812
+825
+5% +$48.5K ﹤0.01% 1092
2015
Q4 		$1.03M Buy
16,987
+965
+6% +$57.8K ﹤0.01% 1148
2015
Q3 		$973K Hold
16,022
– – ﹤0.01% 1178
2015
Q2 		$957K Hold
16,022
– – ﹤0.01% 1226
2015
Q1 		$1.08M Sell
16,022
-2,443
-13% -$169K ﹤0.01% 1185
2014
Q4 		$1.22M Buy
18,465
+190
+1% +$12K ﹤0.01% 1147
2014
Q3 		$1.05M Buy
18,275
+146
+0.8% +$8.62K ﹤0.01% 1193
2014
Q2 		$1.05M Sell
18,129
-21
-0.1% -$1.22K ﹤0.01% 1179
2014
Q1 		$1.01M Hold
18,150
– – ﹤0.01% 1200
2013
Q4 		$933K Sell
18,150
-4,702
-21% -$263K ﹤0.01% 1222
2013
Q3 		$1.32M Buy
+22,852
New +$1.35M ﹤0.01% 1156

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

Putnam Investments's WELL.PRI Position: Q2 2018 in Review

Putnam Investments sold out of Welltower Inc. (WELL.PRI) in Q2 2018, closing a stake of 18,594 shares — an estimated $1.04M sold.

Putnam Investments first reported a position in WELL.PRI in Q3 2013 and held it in 19 quarters. The position peaked at $1.32M in Q3 2013. 5 funds tracked by Wall St. Rank hold WELL.PRI as of Q2 2018.

  • Putnam Investments reported no remaining Welltower Inc. position as of Q2 2018 after selling out during the quarter.
  • Putnam Investments sold 18,594 Welltower Inc. shares in Q2 2018, an estimated $1.04M.
  • Putnam Investments first reported a position in Welltower Inc. in Q3 2013 and held it in 19 quarters.
  • Putnam Investments's Welltower Inc. position peaked at $1.32M in Q3 2013.
  • 5 funds tracked by Wall St. Rank held Welltower Inc. as of Q2 2018.

Based on Putnam Investments's 13F filing for Q2 2018, filed 14 Aug 2018.