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Suntrust Banks’s Welltower WELL Stock Holding History

Suntrust Banks’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 		$12.9M Buy
142,532
+421
+0.3% +$36.6K 0.07% 212
2019
Q2 		$11.6M Buy
142,111
+15,451
+12% +$1.21M 0.06% 230
2019
Q1 		$9.83M Buy
126,660
+2,803
+2% +$210K 0.05% 237
2018
Q4 		$8.6M Sell
123,857
-5,704
-4% -$388K 0.05% 238
2018
Q3 		$8.33M Sell
129,561
-2,367
-2% -$153K 0.04% 254
2018
Q2 		$8.27M Buy
131,928
+1,882
+1% +$105K 0.05% 254
2018
Q1 		$7.08M Buy
130,046
+7,112
+6% +$402K 0.04% 264
2017
Q4 		$7.84M Sell
122,934
-20,281
-14% -$1.36M 0.05% 243
2017
Q3 		$10.1M Buy
143,215
+3,427
+2% +$249K 0.06% 211
2017
Q2 		$10.5M Buy
139,788
+3,113
+2% +$228K 0.06% 204
2017
Q1 		$9.68M Buy
136,675
+3,443
+3% +$232K 0.06% 203
2016
Q4 		$8.92M Sell
133,232
-7,003
-5% -$464K 0.05% 219
2016
Q3 		$10.5M Buy
140,235
+8,084
+6% +$619K 0.07% 202
2016
Q2 		$10.1M Buy
132,151
+11,315
+9% +$804K 0.06% 198
2016
Q1 		$8.38M Buy
120,836
+6,017
+5% +$388K 0.05% 211
2015
Q4 		$7.81M Buy
114,819
+3,030
+3% +$198K 0.05% 214
2015
Q3 		$7.57M Sell
111,789
-9
-0% -$601 0.05% 212
2015
Q2 		$7.34M Buy
111,798
+966
+0.9% +$69.3K 0.05% 216
2015
Q1 		$8.57M Buy
110,832
+4,402
+4% +$347K 0.06% 203
2014
Q4 		$8.05M Buy
106,430
+8,983
+9% +$641K 0.05% 203
2014
Q3 		$6.08M Buy
97,447
+1,163
+1% +$75K 0.04% 229
2014
Q2 		$6.03M Sell
96,284
-1,166,282
-92% -$73.4M 0.04% 239
2014
Q1 		$75.2M Sell
1,262,566
-522,416
-29% -$29.9M 0.28% 113
2013
Q4 		$95.6M Buy
1,784,982
+329,141
+23% +$19.6M 0.37% 69
2013
Q3 		$90.8M Buy
1,455,841
+395,488
+37% +$25.2M 0.35% 69
2013
Q2 		$71.1M Buy
+1,060,353
New +$75.3M 0.31% 92

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

Suntrust Banks's WELL Position: Q3 2019 in Review

Suntrust Banks increased its Welltower (WELL) stake by 0.3% in Q3 2019, buying an estimated $36.6K and bringing the position to 142,532 shares worth $12.9M. The position accounts for 0.07% of the portfolio, ranked #212.

Suntrust Banks first reported a position in WELL in Q2 2013 and has held it in 26 quarters since. The position peaked at $95.6M in Q4 2013. 818 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

  • Suntrust Banks held 142,532 shares of Welltower worth $12.9M as of Q3 2019.
  • Suntrust Banks bought 421 Welltower shares in Q3 2019, an estimated $36.6K.
  • Welltower made up 0.07% of Suntrust Banks's portfolio in Q3 2019, its #212 holding.
  • Suntrust Banks first reported a position in Welltower in Q2 2013 and has held it in 26 quarters since.
  • Suntrust Banks's Welltower position peaked at $95.6M in Q4 2013.
  • 818 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.