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Quantamental Technologies’s Welltower WELL Stock Holding History

Quantamental Technologies’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
2021
Q1 		– Sell
-3,886
Closed -$251K – 142
2020
Q4 		$251K Buy
+3,886
New +$236K 0.78% 56
2019
Q2 		– Sell
-1,555
Closed -$121K – 1840
2019
Q1 		$121K Sell
1,555
-1,817
-54% -$136K 0.06% 542
2018
Q4 		$234K Buy
+3,372
New +$229K 0.14% 233

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Quantamental Technologies's WELL Position: Q1 2021 in Review

Quantamental Technologies sold out of Welltower (WELL) in Q1 2021, closing a stake of 3,886 shares — an estimated $251K sold.

Quantamental Technologies first reported a position in WELL in Q4 2018 and held it in 3 quarters. The position peaked at $251K in Q4 2020. 734 funds tracked by Wall St. Rank hold WELL as of Q1 2021.

  • Quantamental Technologies reported no remaining Welltower position as of Q1 2021 after selling out during the quarter.
  • Quantamental Technologies sold 3,886 Welltower shares in Q1 2021, an estimated $251K.
  • Quantamental Technologies first reported a position in Welltower in Q4 2018 and held it in 3 quarters.
  • Quantamental Technologies's Welltower position peaked at $251K in Q4 2020.
  • 734 funds tracked by Wall St. Rank held Welltower as of Q1 2021.

Based on Quantamental Technologies's 13F filing for Q1 2021, filed 17 May 2021.