Tekla Capital Management’s Welltower Inc. WELL.PRI Stock Holding History

Tekla Capital Management’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-200,000	Closed	-$11.9M	–	217
2018 Q2	$11.9M	Hold	200,000	–	–	0.45%	50
2018 Q1	$11.1M	Hold	200,000	–	–	0.43%	52
2017 Q4	$12M	Hold	200,000	–	–	0.46%	48
2017 Q3	$12.7M	Hold	200,000	–	–	0.45%	44
2017 Q2	$13.3M	Hold	200,000	–	–	0.49%	45
2017 Q1	$12.6M	Hold	200,000	–	–	0.49%	43
2016 Q4	$12M	Hold	200,000	–	–	0.51%	46
2016 Q3	$13.3M	Hold	200,000	–	–	0.51%	45
2016 Q2	$13.6M	Hold	200,000	–	–	0.55%	44
2016 Q1	$12.4M	Buy	+200,000	New	+$11.7M	0.53%	45
2015 Q4	–	Sell	-200,000	Closed	-$12M	–	51
2015 Q3	$12.1M	Hold	200,000	–	–	0.44%	45
2015 Q2	$11.9M	Hold	200,000	–	–	0.43%	50
2015 Q1	$13.4M	Buy	+200,000	New	+$13.8M	0.53%	46
2014 Q4	–	Hold	0	–	–	–	38
2014 Q3	–	Hold	0	–	–	–	40

Other funds holding WELL.PRI

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Tekla Capital Management's WELL.PRI Position: Q3 2018 in Review

Tekla Capital Management sold out of Welltower Inc. (WELL.PRI) in Q3 2018, closing a stake of 200,000 shares — an estimated $11.9M sold.

Tekla Capital Management first reported a position in WELL.PRI in Q1 2015 and held it in 13 quarters. The position peaked at $13.6M in Q2 2016. 3 funds tracked by Wall St. Rank hold WELL.PRI as of Q3 2018.

Tekla Capital Management reported no remaining Welltower Inc. position as of Q3 2018 after selling out during the quarter.
Tekla Capital Management sold 200,000 Welltower Inc. shares in Q3 2018, an estimated $11.9M.
Tekla Capital Management first reported a position in Welltower Inc. in Q1 2015 and held it in 13 quarters.
Tekla Capital Management's Welltower Inc. position peaked at $13.6M in Q2 2016.
3 funds tracked by Wall St. Rank held Welltower Inc. as of Q3 2018.

Based on Tekla Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.