Russell Investments Group
WELL.PRI

Russell Investments Group’s Welltower Inc. WELL.PRI Stock Holding History

Russell Investments Group’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-56,473
Closed -$3.38M – 3077
2017
Q4 		$3.38M Buy
56,473
+3,800
+7% +$235K 0.01% 1545
2017
Q3 		$3.34M Buy
52,673
+9,345
+22% +$610K 0.01% 1479
2017
Q2 		$2.87M Buy
43,328
+6,560
+18% +$428K 0.01% 1524
2017
Q1 		$2.32M Hold
36,768
– – ﹤0.01% 1666
2016
Q4 		$2.17M Buy
+36,768
New +$2.23M ﹤0.01% 1741

Other funds holding WELL.PRI

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
P8IP
Pier 88 Investment Partners San Francisco, California $402M AUM 10.33% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
UFG
United Fire Group Cedar Rapids, Iowa $55M AUM 6% 1-Year Est. Return

Russell Investments Group's WELL.PRI Position: Q1 2018 in Review

Russell Investments Group sold out of Welltower Inc. (WELL.PRI) in Q1 2018, closing a stake of 56,473 shares — an estimated $3.38M sold.

Russell Investments Group first reported a position in WELL.PRI in Q4 2016 and held it in 5 quarters. The position peaked at $3.38M in Q4 2017. 16 funds tracked by Wall St. Rank hold WELL.PRI as of Q1 2018.

  • Russell Investments Group reported no remaining Welltower Inc. position as of Q1 2018 after selling out during the quarter.
  • Russell Investments Group sold 56,473 Welltower Inc. shares in Q1 2018, an estimated $3.38M.
  • Russell Investments Group first reported a position in Welltower Inc. in Q4 2016 and held it in 5 quarters.
  • Russell Investments Group's Welltower Inc. position peaked at $3.38M in Q4 2017.
  • 16 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2018.

Based on Russell Investments Group's 13F filing for Q1 2018, filed 11 May 2018.