TC
WELL icon

Telemus Capital’s Welltower WELL Stock Holding History

Telemus Capital’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
Q4 		– Sell
-2,565
Closed -$232K – 413
2019
Q3 		$232K Buy
2,565
+169
+7% +$14.7K 0.02% 349
2019
Q2 		$203K Buy
+2,396
New +$188K 0.02% 351
2018
Q1 		– Sell
-4,168
Closed -$266K – 565
2017
Q4 		$266K Buy
4,168
+168
+4% +$11.3K 0.02% 372
2017
Q3 		$281K Sell
4,000
-80
-2% -$5.82K 0.03% 285
2017
Q2 		$305K Hold
4,080
– – 0.03% 295
2017
Q1 		$289K Sell
4,080
-27
-0.7% -$1.82K 0.03% 285
2016
Q4 		$275K Buy
4,107
+27
+0.7% +$1.79K 0.04% 269
2016
Q3 		$305K Buy
+4,080
New +$312K 0.03% 271

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Telemus Capital's WELL Position: Q4 2019 in Review

Telemus Capital sold out of Welltower (WELL) in Q4 2019, closing a stake of 2,565 shares — an estimated $232K sold.

Telemus Capital first reported a position in WELL in Q3 2016 and held it in 8 quarters. The position peaked at $305K in Q2 2017. 861 funds tracked by Wall St. Rank hold WELL as of Q4 2019.

  • Telemus Capital reported no remaining Welltower position as of Q4 2019 after selling out during the quarter.
  • Telemus Capital sold 2,565 Welltower shares in Q4 2019, an estimated $232K.
  • Telemus Capital first reported a position in Welltower in Q3 2016 and held it in 8 quarters.
  • Telemus Capital's Welltower position peaked at $305K in Q2 2017.
  • 861 funds tracked by Wall St. Rank held Welltower as of Q4 2019.

Based on Telemus Capital's 13F filing for Q4 2019, filed 24 Jan 2020.