TA
WELL.PRI

Teton Advisors’s Welltower Inc. WELL.PRI Stock Holding History

Teton Advisors’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
Q2 		– Sell
-6,000
Closed -$335K – 471
2018
Q1 		$335K Buy
6,000
+2,000
+50% +$113K 0.03% 356
2017
Q4 		$240K Hold
4,000
– – 0.02% 379
2017
Q3 		$254K Buy
+4,000
New +$261K 0.02% 374

Other funds holding WELL.PRI

TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

Teton Advisors's WELL.PRI Position: Q2 2018 in Review

Teton Advisors sold out of Welltower Inc. (WELL.PRI) in Q2 2018, closing a stake of 6,000 shares — an estimated $335K sold.

Teton Advisors first reported a position in WELL.PRI in Q3 2017 and held it in 3 quarters. The position peaked at $335K in Q1 2018. 5 funds tracked by Wall St. Rank hold WELL.PRI as of Q2 2018.

  • Teton Advisors reported no remaining Welltower Inc. position as of Q2 2018 after selling out during the quarter.
  • Teton Advisors sold 6,000 Welltower Inc. shares in Q2 2018, an estimated $335K.
  • Teton Advisors first reported a position in Welltower Inc. in Q3 2017 and held it in 3 quarters.
  • Teton Advisors's Welltower Inc. position peaked at $335K in Q1 2018.
  • 5 funds tracked by Wall St. Rank held Welltower Inc. as of Q2 2018.

Based on Teton Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.