Tyers Asset Management’s Welltower WELL Stock Holding History

Tyers Asset Management’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	$4.7M	Buy	51,856 +3,424	+7%	+$298K	0.16%	121
2019 Q2	$3.95M	Buy	48,432 +7,056	+17%	+$555K	0.13%	142
2019 Q1	$3.21M	Buy	41,376 +2,736	+7%	+$205K	0.11%	164
2018 Q4	$2.68M	Sell	38,640 -1,808	-4%	-$123K	0.11%	167
2018 Q3	$2.6M	Sell	40,448 -512	-1%	-$33.1K	0.09%	188
2018 Q2	$2.57M	Buy	40,960 +800	+2%	+$44.6K	0.09%	189
2018 Q1	$2.19M	Buy	40,160 +992	+3%	+$56K	0.08%	192
2017 Q4	$2.5M	Buy	39,168 +1,296	+3%	+$87K	0.09%	180
2017 Q3	$2.66M	Buy	37,872 +48	+0.1%	+$3.49K	0.1%	174
2017 Q2	$2.83M	Sell	37,824 -80	-0.2%	-$5.85K	0.1%	168
2017 Q1	$2.68M	Buy	37,904 +1,072	+3%	+$72.3K	0.1%	176
2016 Q4	$2.46M	Buy	+36,832	New	+$2.44M	0.1%	162

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Tyers Asset Management's WELL Position: Q3 2019 in Review

Tyers Asset Management increased its Welltower (WELL) stake by 7.1% in Q3 2019, buying an estimated $298K and bringing the position to 51,856 shares worth $4.7M. The position accounts for 0.16% of the portfolio, ranked #121.

Tyers Asset Management first reported a position in WELL in Q4 2016 and has held it in 12 quarters since. 818 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

Tyers Asset Management held 51,856 shares of Welltower worth $4.7M as of Q3 2019.
Tyers Asset Management bought 3,424 Welltower shares in Q3 2019, an estimated $298K.
Welltower made up 0.16% of Tyers Asset Management's portfolio in Q3 2019, its #121 holding.
Tyers Asset Management first reported a position in Welltower in Q4 2016 and has held it in 12 quarters since.
818 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Tyers Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.