Sanders Morris Harris’s Welltower WELL Stock Holding History

Sanders Morris Harris’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
2019 Q4	–	Sell	-2,350	Closed	-$213K	–	302
2019 Q3	$213K	Buy	+2,350	New	+$204K	0.05%	249

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sanders Morris Harris's WELL Position: Q4 2019 in Review

Sanders Morris Harris sold out of Welltower (WELL) in Q4 2019, closing a stake of 2,350 shares — an estimated $213K sold.

Sanders Morris Harris first reported a position in WELL in Q3 2019 and held it in 1 quarter. The position peaked at $213K in Q3 2019. 861 funds tracked by Wall St. Rank hold WELL as of Q4 2019.

Sanders Morris Harris reported no remaining Welltower position as of Q4 2019 after selling out during the quarter.
Sanders Morris Harris sold 2,350 Welltower shares in Q4 2019, an estimated $213K.
Sanders Morris Harris first reported a position in Welltower in Q3 2019 and held it in 1 quarter.
Sanders Morris Harris's Welltower position peaked at $213K in Q3 2019.
861 funds tracked by Wall St. Rank held Welltower as of Q4 2019.

Based on Sanders Morris Harris's 13F filing for Q4 2019, filed 9 Jan 2020.