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	0.26%	710
2017 Q2	$1.34M	Buy	17,900 +600	+3%	+$43.9K	0.2%	902
2017 Q1	$1.23M	Buy	17,300 +12,500	+260%	+$843K	0.35%	617
2016 Q4	$321K	Sell	4,800 -1,900	-28%	-$126K	0.05%	1653
2016 Q3	$501K	Buy	6,700 +3,800	+131%	+$291K	0.08%	1527
2016 Q2	$221K	Sell	2,900 -23,700	-89%	-$1.68M	0.03%	2148
2016 Q1	$1.84M	Buy	26,600 +16,700	+169%	+$1.08M	0.24%	735
2015 Q4	$673K	Sell	9,900 -7,200	-42%	-$470K	0.05%	1716
2015 Q3	$1.16M	Buy	17,100 +2,400	+16%	+$160K	0.07%	1468
2015 Q2	$965K	Sell	14,700 -44,200	-75%	-$3.17M	0.06%	1660
2015 Q1	$4.56M	Buy	58,900 +48,600	+472%	+$3.83M	0.29%	609
2014 Q4	$779K	Sell	10,300 -17,800	-63%	-$1.27M	0.04%	2049
2014 Q3	$1.75M	Buy	28,100 +7,600	+37%	+$490K	0.06%	1646
2014 Q2	$1.28M	Buy	20,500 +13,800	+206%	+$868K	0.05%	1954
2014 Q1	$399K	Sell	6,700 -13,500	-67%	-$771K	0.02%	2713
2013 Q4	$1.08M	Buy	20,200 +15,500	+330%	+$922K	0.04%	1929
2013 Q3	$293K	Buy	+4,700	New	+$299K	0.02%	2772

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return