Suncoast Equity Management’s Welltower WELL Stock Holding History

Suncoast Equity 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 Q2	–	Sell	-3,545	Closed	-$275K	–	44
2019 Q1	$275K	Hold	3,545	–	–	0.06%	31
2018 Q4	$246K	Hold	3,545	–	–	0.06%	34
2018 Q3	$228K	Hold	3,545	–	–	0.05%	36
2018 Q2	$222K	Sell	3,545 -230	-6%	-$12.8K	0.06%	32
2018 Q1	$205K	Sell	3,775 -225	-6%	-$12.7K	0.05%	37
2017 Q4	$255K	Sell	4,000 -220	-5%	-$14.8K	0.07%	32
2017 Q3	$297K	Sell	4,220 -280	-6%	-$20.4K	0.09%	28
2017 Q2	$337K	Buy	4,500 +895	+25%	+$65.4K	0.1%	26
2017 Q1	$255K	Sell	3,605 -1,450	-29%	-$97.8K	0.08%	26
2016 Q4	$338K	Hold	5,055	–	–	0.11%	27
2016 Q3	$378K	Sell	5,055 -950	-16%	-$72.7K	0.11%	24
2016 Q2	$457K	Buy	+6,005	New	+$426K	0.14%	27

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Suncoast Equity Management's WELL Position: Q2 2019 in Review

Suncoast Equity Management sold out of Welltower (WELL) in Q2 2019, closing a stake of 3,545 shares — an estimated $275K sold.

Suncoast Equity Management first reported a position in WELL in Q2 2016 and held it in 12 quarters. The position peaked at $457K in Q2 2016. 807 funds tracked by Wall St. Rank hold WELL as of Q2 2019.

Suncoast Equity Management reported no remaining Welltower position as of Q2 2019 after selling out during the quarter.
Suncoast Equity Management sold 3,545 Welltower shares in Q2 2019, an estimated $275K.
Suncoast Equity Management first reported a position in Welltower in Q2 2016 and held it in 12 quarters.
Suncoast Equity Management's Welltower position peaked at $457K in Q2 2016.
807 funds tracked by Wall St. Rank held Welltower as of Q2 2019.

Based on Suncoast Equity Management's 13F filing for Q2 2019, filed 26 Jul 2019.