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Stifel Nicolaus & Co’s Welltower WELL Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$4.57M Sell
73,307
-4,952
-6% -$315K 0.08% 257
2013
Q2 		$5.25M Buy
+78,259
New +$5.56M 0.1% 203

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Nicolaus & Co's WELL Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Welltower (WELL) stake by 6.3% in Q3 2013, selling an estimated $315K and leaving 73,307 shares worth $4.57M. The position accounts for 0.08% of the portfolio, ranked #257.

Stifel Nicolaus & Co first reported a position in WELL in Q2 2013 and has held it in 2 quarters since. The position peaked at $5.25M in Q2 2013. 515 funds tracked by Wall St. Rank hold WELL as of Q3 2013.

  • Stifel Nicolaus & Co held 73,307 shares of Welltower worth $4.57M as of Q3 2013.
  • Stifel Nicolaus & Co sold 4,952 Welltower shares in Q3 2013, an estimated $315K.
  • Welltower made up 0.08% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #257 holding.
  • Stifel Nicolaus & Co first reported a position in Welltower in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Welltower position peaked at $5.25M in Q2 2013.
  • 515 funds tracked by Wall St. Rank held Welltower as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.