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Robert N. Shapiro’s Welltower WELL Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$5K Buy
88
+18
+26% +$1.28K ﹤0.01% 764
2014
Q3 		$4K Hold
70
– – ﹤0.01% 789
2014
Q2 		$4K Hold
70
– – ﹤0.01% 709
2014
Q1 		$4K Sell
70
-152
-68% -$8.69K ﹤0.01% 707
2013
Q4 		$12K Sell
222
-220
-50% -$13.1K ﹤0.01% 619
2013
Q3 		$28K Hold
442
– – ﹤0.01% 725
2013
Q2 		$30K Buy
+442
New +$31.4K 0.01% 666

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robert N. Shapiro's WELL Position: Q4 2014 in Review

Robert N. Shapiro increased its Welltower (WELL) stake by 26% in Q4 2014, buying an estimated $1.28K and bringing the position to 88 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Robert N. Shapiro first reported a position in WELL in Q2 2013 and has held it in 7 quarters since. The position peaked at $30K in Q2 2013. 632 funds tracked by Wall St. Rank hold WELL as of Q4 2014.

  • Robert N. Shapiro held 88 shares of Welltower worth $5K as of Q4 2014.
  • Robert N. Shapiro bought 18 Welltower shares in Q4 2014, an estimated $1.28K.
  • Welltower made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #764 holding.
  • Robert N. Shapiro first reported a position in Welltower in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Welltower position peaked at $30K in Q2 2013.
  • 632 funds tracked by Wall St. Rank held Welltower as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.