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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 		$2.07M Buy
29,500
+11,600
+65% +$844K 0.04% 710
2017
Q2 		$1.34M Buy
17,900
+600
+3% +$43.9K 0.03% 902
2017
Q1 		$1.23M Buy
17,300
+12,500
+260% +$843K 0.04% 617
2016
Q4 		$321K Sell
4,800
-1,900
-28% -$126K 0.01% 1653
2016
Q3 		$501K Buy
6,700
+3,800
+131% +$291K 0.01% 1527
2016
Q2 		$221K Sell
2,900
-23,700
-89% -$1.68M ﹤0.01% 2148
2016
Q1 		$1.84M Buy
26,600
+16,700
+169% +$1.08M 0.03% 735
2015
Q4 		$673K Sell
9,900
-7,200
-42% -$470K 0.01% 1716
2015
Q3 		$1.16M Buy
17,100
+2,400
+16% +$160K 0.01% 1468
2015
Q2 		$965K Sell
14,700
-44,200
-75% -$3.17M 0.01% 1660
2015
Q1 		$4.56M Buy
58,900
+48,600
+472% +$3.83M 0.05% 609
2014
Q4 		$779K Sell
10,300
-17,800
-63% -$1.27M ﹤0.01% 2049
2014
Q3 		$1.75M Buy
28,100
+7,600
+37% +$490K 0.01% 1646
2014
Q2 		$1.28M Buy
20,500
+13,800
+206% +$868K 0.01% 1954
2014
Q1 		$399K Sell
6,700
-13,500
-67% -$771K ﹤0.01% 2713
2013
Q4 		$1.08M Buy
20,200
+15,500
+330% +$922K 0.01% 1929
2013
Q3 		$293K Buy
+4,700
New +$299K ﹤0.01% 2772

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.