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 – 3716
2017
Q2 		$3K Buy
+39
New +$2.85K ﹤0.01% 3115
2017
Q1 		– Sell
-2,839
Closed -$192K – 3705
2016
Q4 		$190K Sell
2,839
-3,461
-55% -$229K 0.03% 1952
2016
Q3 		$471K Buy
+6,300
New +$482K 0.08% 1559
2015
Q1 		– Sell
-1,151
Closed -$90.6K – 4539
2014
Q4 		$87K Buy
+1,151
New +$82.2K ﹤0.01% 3286
2014
Q3 		– Sell
-700
Closed -$45.1K – 4929
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 0.04% 2093

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return