South Texas Money Management’s Welltower WELL Stock Holding History

South Texas Money 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
2019 Q3	$453K	Buy	+4,995	New	+$435K	0.02%	229

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

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

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

South Texas Money Management's WELL Position: Q3 2019 in Review

South Texas Money Management opened a new position in Welltower (WELL) in Q3 2019: 4,995 shares worth $453K. The stake represents 0.02% of the portfolio and ranks #229 among its holdings.

817 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

South Texas Money Management held 4,995 shares of Welltower worth $453K as of Q3 2019.
Welltower was a new South Texas Money Management position in Q3 2019.
Welltower made up 0.02% of South Texas Money Management's portfolio in Q3 2019, its #229 holding.
817 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.