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Raab & Moskowitz Asset Management’s Welltower WELL Stock Holding History

Raab & Moskowitz Asset 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
2020
Q1 		– Sell
-225
Closed -$18K – 511
2019
Q4 		$18K Buy
+225
New +$19.3K 0.01% 351
2018
Q4 		– Sell
-226
Closed -$14K – 499
2018
Q3 		$14K Buy
+226
New +$14.6K 0.01% 384

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Raab & Moskowitz Asset Management's WELL Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Welltower (WELL) in Q1 2020, closing a stake of 225 shares — an estimated $18K sold.

Raab & Moskowitz Asset Management first reported a position in WELL in Q3 2018 and held it in 2 quarters. The position peaked at $18K in Q4 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 225 Welltower shares in Q1 2020, an estimated $18K.
  • Raab & Moskowitz Asset Management first reported a position in Welltower in Q3 2018 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's Welltower position peaked at $18K in Q4 2019.
  • 752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.