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Round Table Investment Management’s Welltower WELL Stock Holding History

Round Table Investment 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
2014
Q1 		– Sell
-18,674
Closed -$1M – 73
2013
Q4 		$1M Buy
+18,674
New +$1.11M 0.11% 31

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $6.75B AUM 8.88% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Round Table Investment Management's WELL Position: Q1 2014 in Review

Round Table Investment Management sold out of Welltower (WELL) in Q1 2014, closing a stake of 18,674 shares — an estimated $1M sold.

Round Table Investment Management first reported a position in WELL in Q4 2013 and held it in 1 quarter. The position peaked at $1M in Q4 2013. 535 funds tracked by Wall St. Rank hold WELL as of Q1 2014.

  • Round Table Investment Management reported no remaining Welltower position as of Q1 2014 after selling out during the quarter.
  • Round Table Investment Management sold 18,674 Welltower shares in Q1 2014, an estimated $1M.
  • Round Table Investment Management first reported a position in Welltower in Q4 2013 and held it in 1 quarter.
  • Round Table Investment Management's Welltower position peaked at $1M in Q4 2013.
  • 535 funds tracked by Wall St. Rank held Welltower as of Q1 2014.

Based on Round Table Investment Management's 13F filing for Q1 2014, filed 15 May 2014.