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TI-Trust’s Welltower WELL Stock Holding History

TI-Trust’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 		$39K Buy
+476
New +$40.8K 0.04% 208

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

TI-Trust's WELL Position: Q4 2019 in Review

TI-Trust opened a new position in Welltower (WELL) in Q4 2019: 476 shares worth $39K. The stake represents 0.04% of the portfolio and ranks #208 among its holdings.

861 funds tracked by Wall St. Rank hold WELL as of Q4 2019.

  • TI-Trust held 476 shares of Welltower worth $39K as of Q4 2019.
  • Welltower was a new TI-Trust position in Q4 2019.
  • Welltower made up 0.04% of TI-Trust's portfolio in Q4 2019, its #208 holding.
  • 861 funds tracked by Wall St. Rank held Welltower as of Q4 2019.

Based on TI-Trust's 13F filing for Q4 2019, filed 7 Feb 2020.