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Realta Investment Advisors’s Welltower WELL Stock Holding History

Realta Investment Advisors’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
-1,135
Closed -$96K – 1395
2019
Q4 		$96K Buy
1,135
+16
+1% +$1.37K 0.03% 516
2019
Q3 		$101K Sell
1,119
-13
-1% -$1.13K 0.03% 501
2019
Q2 		$92K Buy
1,132
+582
+106% +$45.8K 0.03% 523
2019
Q1 		$43K Buy
+550
New +$41.3K 0.02% 581

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

Realta Investment Advisors's WELL Position: Q1 2020 in Review

Realta Investment Advisors sold out of Welltower (WELL) in Q1 2020, closing a stake of 1,135 shares — an estimated $96K sold.

Realta Investment Advisors first reported a position in WELL in Q1 2019 and held it in 4 quarters. The position peaked at $101K in Q3 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

  • Realta Investment Advisors reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,135 Welltower shares in Q1 2020, an estimated $96K.
  • Realta Investment Advisors first reported a position in Welltower in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Welltower position peaked at $101K in Q3 2019.
  • 752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.