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 – 197
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 – 375
2016
Q1 		$216K Buy
+3,117
New +$201K 0.5% 127
2014
Q2 		– Sell
-4,341
Closed -$259K – 374
2014
Q1 		$259K Buy
+4,341
New +$248K 0.27% 210

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $34.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return