UBS Group
WELL.PRI

UBS Group’s Welltower Inc. WELL.PRI Stock Holding History

UBS Group’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
Q1 		– Sell
-693
Closed -$41K – 8417
2017
Q4 		$41K Buy
693
+30
+5% +$1.85K ﹤0.01% 6019
2017
Q3 		$42K Sell
663
-44
-6% -$2.87K ﹤0.01% 5926
2017
Q2 		$47K Buy
707
+17
+2% +$1.11K ﹤0.01% 5699
2017
Q1 		$44K Buy
690
+27
+4% +$1.65K ﹤0.01% 5614
2016
Q4 		$40K Sell
663
-599
-47% -$36.3K ﹤0.01% 6006
2016
Q3 		$84K Buy
1,262
+1,076
+578% +$73.9K ﹤0.01% 5099
2016
Q2 		$13K Buy
186
+86
+86% +$5.49K ﹤0.01% 6646
2016
Q1 		$6K Hold
100
– – ﹤0.01% 6960
2015
Q4 		$6K Hold
100
– – ﹤0.01% 7648
2015
Q3 		$6K Sell
100
-1,236
-93% -$75.5K ﹤0.01% 7642
2015
Q2 		$79K Sell
1,336
-1,232
-48% -$79.1K ﹤0.01% 5604
2015
Q1 		$173K Buy
2,568
+1,236
+93% +$85.4K ﹤0.01% 4992
2014
Q4 		$88K Buy
+1,332
New +$84.3K ﹤0.01% 5835

Other funds holding WELL.PRI

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
P8IP
Pier 88 Investment Partners San Francisco, California $402M AUM 10.33% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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
UFG
United Fire Group Cedar Rapids, Iowa $55M AUM 6% 1-Year Est. Return

UBS Group's WELL.PRI Position: Q1 2018 in Review

UBS Group sold out of Welltower Inc. (WELL.PRI) in Q1 2018, closing a stake of 693 shares — an estimated $41K sold.

UBS Group first reported a position in WELL.PRI in Q4 2014 and held it in 13 quarters. The position peaked at $173K in Q1 2015. 16 funds tracked by Wall St. Rank hold WELL.PRI as of Q1 2018.

  • UBS Group reported no remaining Welltower Inc. position as of Q1 2018 after selling out during the quarter.
  • UBS Group sold 693 Welltower Inc. shares in Q1 2018, an estimated $41K.
  • UBS Group first reported a position in Welltower Inc. in Q4 2014 and held it in 13 quarters.
  • UBS Group's Welltower Inc. position peaked at $173K in Q1 2015.
  • 16 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2018.

Based on UBS Group's 13F filing for Q1 2018, filed 15 May 2018.