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Stancorp Investment Advisers’s Welltower WELL Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$1.3M Sell
16,799
-11,281
-40% -$888K 0.61% 46
2014
Q4 		$2.13M Buy
+28,080
New +$2M 0.97% 29

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stancorp Investment Advisers's WELL Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its Welltower (WELL) stake by 40% in Q1 2015, selling an estimated $888K and leaving 16,799 shares worth $1.3M. The position accounts for 0.61% of the portfolio, ranked #46.

Stancorp Investment Advisers first reported a position in WELL in Q4 2014 and has held it in 2 quarters since. The position peaked at $2.13M in Q4 2014. 637 funds tracked by Wall St. Rank hold WELL as of Q1 2015.

  • Stancorp Investment Advisers held 16,799 shares of Welltower worth $1.3M as of Q1 2015.
  • Stancorp Investment Advisers sold 11,281 Welltower shares in Q1 2015, an estimated $888K.
  • Welltower made up 0.61% of Stancorp Investment Advisers's portfolio in Q1 2015, its #46 holding.
  • Stancorp Investment Advisers first reported a position in Welltower in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Welltower position peaked at $2.13M in Q4 2014.
  • 637 funds tracked by Wall St. Rank held Welltower as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.