QC
WELL icon

QCM Cayman’s Welltower WELL Stock Holding History

QCM Cayman’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
-3,741
Closed -$241K – 196
2018
Q3 		$241K Buy
+3,741
New +$242K 0.79% 51
2018
Q2 		– Sell
-3,793
Closed -$206K – 169
2018
Q1 		$206K Buy
+3,793
New +$214K 0.53% 84
2016
Q2 		– Sell
-3,117
Closed -$216K – 358
2016
Q1 		$216K Buy
+3,117
New +$201K 0.15% 127
2014
Q2 		– Sell
-4,341
Closed -$259K – 353
2014
Q1 		$259K Buy
+4,341
New +$248K 0.06% 210

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

QCM Cayman's WELL Position: Q4 2018 in Review

QCM Cayman sold out of Welltower (WELL) in Q4 2018, closing a stake of 3,741 shares — an estimated $241K sold.

QCM Cayman first reported a position in WELL in Q1 2014 and held it in 4 quarters. The position peaked at $259K in Q1 2014. 757 funds tracked by Wall St. Rank hold WELL as of Q4 2018.

  • QCM Cayman reported no remaining Welltower position as of Q4 2018 after selling out during the quarter.
  • QCM Cayman sold 3,741 Welltower shares in Q4 2018, an estimated $241K.
  • QCM Cayman first reported a position in Welltower in Q1 2014 and held it in 4 quarters.
  • QCM Cayman's Welltower position peaked at $259K in Q1 2014.
  • 757 funds tracked by Wall St. Rank held Welltower as of Q4 2018.

Based on QCM Cayman's 13F filing for Q4 2018, filed 14 Feb 2019.