ST
WELL icon

Spot Trading’s Welltower WELL Stock Holding History

Spot Trading’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
2017
Q3 		– Sell
-39
Closed -$2.84K – 3415
2017
Q2 		$3K Buy
+39
New +$2.85K ﹤0.01% 3115
2017
Q1 		– Sell
-2,839
Closed -$192K – 3341
2016
Q4 		$190K Sell
2,839
-3,461
-55% -$229K ﹤0.01% 1952
2016
Q3 		$471K Buy
+6,300
New +$482K 0.01% 1559
2015
Q1 		– Sell
-1,151
Closed -$90.6K – 4360
2014
Q4 		$87K Buy
+1,151
New +$82.2K ﹤0.01% 3286
2014
Q3 		– Sell
-700
Closed -$45.1K – 4743
2014
Q2 		$44K Buy
700
+200
+40% +$12.6K ﹤0.01% 3964
2014
Q1 		$30K Sell
500
-2,500
-83% -$143K ﹤0.01% 3756
2013
Q4 		$161K Sell
3,000
-9,731
-76% -$579K ﹤0.01% 3126
2013
Q3 		$794K Buy
+12,731
New +$810K ﹤0.01% 2093

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Spot Trading's WELL Position: Q3 2017 in Review

Spot Trading sold out of Welltower (WELL) in Q3 2017, closing a stake of 39 shares — an estimated $2.84K sold.

Spot Trading first reported a position in WELL in Q3 2013 and held it in 8 quarters. The position peaked at $794K in Q3 2013. 713 funds tracked by Wall St. Rank hold WELL as of Q3 2017.

  • Spot Trading reported no remaining Welltower position as of Q3 2017 after selling out during the quarter.
  • Spot Trading sold 39 Welltower shares in Q3 2017, an estimated $2.84K.
  • Spot Trading first reported a position in Welltower in Q3 2013 and held it in 8 quarters.
  • Spot Trading's Welltower position peaked at $794K in Q3 2013.
  • 713 funds tracked by Wall St. Rank held Welltower as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.