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Stone Ridge Asset Management’s Welltower WELL Stock Holding History

Stone Ridge Asset Management’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
2019
Q3 		– Sell
-146,000
Closed -$11.9M – 1145
2019
Q2 		$11.9M Buy
+146,000
New +$11.5M 0.7% 17

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Stone Ridge Asset Management's WELL Position: Q3 2019 in Review

Stone Ridge Asset Management sold out of Welltower (WELL) in Q3 2019, closing a stake of 146,000 shares — an estimated $11.9M sold.

Stone Ridge Asset Management first reported a position in WELL in Q2 2019 and held it in 1 quarter. The position peaked at $11.9M in Q2 2019. 817 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

  • Stone Ridge Asset Management reported no remaining Welltower position as of Q3 2019 after selling out during the quarter.
  • Stone Ridge Asset Management sold 146,000 Welltower shares in Q3 2019, an estimated $11.9M.
  • Stone Ridge Asset Management first reported a position in Welltower in Q2 2019 and held it in 1 quarter.
  • Stone Ridge Asset Management's Welltower position peaked at $11.9M in Q2 2019.
  • 817 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Stone Ridge Asset Management's 13F filing for Q3 2019, filed 8 Nov 2019.