Simmons Bank’s Welltower WELL Stock Holding History

Simmons Bank’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	-3,620	Closed	-$296K	–	371
2019 Q4	$296K	Buy	3,620 +520	+17%	+$44.5K	0.03%	303
2019 Q3	$281K	Buy	+3,100	New	+$270K	0.03%	310

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

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

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

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

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

Simmons Bank's WELL Position: Q1 2020 in Review

Simmons Bank sold out of Welltower (WELL) in Q1 2020, closing a stake of 3,620 shares — an estimated $296K sold.

Simmons Bank first reported a position in WELL in Q3 2019 and held it in 2 quarters. The position peaked at $296K in Q4 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

Simmons Bank reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
Simmons Bank sold 3,620 Welltower shares in Q1 2020, an estimated $296K.
Simmons Bank first reported a position in Welltower in Q3 2019 and held it in 2 quarters.
Simmons Bank's Welltower position peaked at $296K in Q4 2019.
752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Simmons Bank's 13F filing for Q1 2020, filed 14 May 2020.