Pzena Investment Management
WELL icon

Pzena Investment Management’s Welltower WELL Stock Holding History

Pzena Investment 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
2018
Q4 		– Sell
-4,485
Closed -$288K – 193
2018
Q3 		$288K Buy
+4,485
New +$290K ﹤0.01% 178

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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management's WELL Position: Q4 2018 in Review

Pzena Investment Management sold out of Welltower (WELL) in Q4 2018, closing a stake of 4,485 shares — an estimated $288K sold.

Pzena Investment Management first reported a position in WELL in Q3 2018 and held it in 1 quarter. The position peaked at $288K in Q3 2018. 757 funds tracked by Wall St. Rank hold WELL as of Q4 2018.

  • Pzena Investment Management reported no remaining Welltower position as of Q4 2018 after selling out during the quarter.
  • Pzena Investment Management sold 4,485 Welltower shares in Q4 2018, an estimated $288K.
  • Pzena Investment Management first reported a position in Welltower in Q3 2018 and held it in 1 quarter.
  • Pzena Investment Management's Welltower position peaked at $288K in Q3 2018.
  • 757 funds tracked by Wall St. Rank held Welltower as of Q4 2018.

Based on Pzena Investment Management's 13F filing for Q4 2018, filed 8 Feb 2019.