Squar Milner Financial Services’s Welltower WELL Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-313	Closed	-$14K	–	727
2020 Q1	$14K	Sell	313 -24	-7%	-$1.77K	0.01%	517
2019 Q4	$27K	Buy	+337	New	+$28.9K	0.01%	478
2019 Q3	–	Sell	-354	Closed	-$29K	–	722
2019 Q2	$29K	Hold	354	–	–	0.02%	418
2019 Q1	$27K	Hold	354	–	–	0.02%	399
2018 Q4	$25K	Hold	354	–	–	0.02%	371
2018 Q3	$23K	Hold	354	–	–	0.02%	402
2018 Q2	$22K	Buy	+354	New	+$19.7K	0.02%	468

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Squar Milner Financial Services's WELL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Welltower (WELL) in Q2 2020, closing a stake of 313 shares — an estimated $14K sold.

Squar Milner Financial Services first reported a position in WELL in Q2 2018 and held it in 7 quarters. The position peaked at $29K in Q2 2019. 732 funds tracked by Wall St. Rank hold WELL as of Q2 2020.

Squar Milner Financial Services reported no remaining Welltower position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 313 Welltower shares in Q2 2020, an estimated $14K.
Squar Milner Financial Services first reported a position in Welltower in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Welltower position peaked at $29K in Q2 2019.
732 funds tracked by Wall St. Rank held Welltower as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.