Vantage Investment Advisors’s Welltower WELL Stock Holding History

Vantage Investment Advisors’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
2018 Q3	$13K	Hold	195	–	–	﹤0.01%	496
2018 Q2	$12K	Hold	195	–	–	﹤0.01%	511
2018 Q1	$11K	Hold	195	–	–	﹤0.01%	544
2017 Q4	$12K	Hold	195	–	–	﹤0.01%	548
2017 Q3	$14K	Hold	195	–	–	﹤0.01%	504
2017 Q2	$15K	Hold	195	–	–	﹤0.01%	481
2017 Q1	$14K	Buy	+195	New	+$13.2K	﹤0.01%	467
2016 Q4	–	Sell	-195	Closed	-$15K	–	856
2016 Q3	$15K	Buy	+195	New	+$14.9K	0.01%	438
2016 Q2	–	Sell	-50	Closed	-$3K	–	904
2016 Q1	$3K	Buy	+50	New	+$3.22K	﹤0.01%	689
2015 Q4	–	Sell	-200	Closed	-$14K	–	822
2015 Q3	$14K	Buy	+200	New	+$13.4K	0.01%	438
2015 Q2	–	Sell	-50	Closed	-$4K	–	800
2015 Q1	$4K	Buy	+50	New	+$3.94K	﹤0.01%	717

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Vantage Investment Advisors's WELL Position: Q3 2018 in Review

Vantage Investment Advisors held its Welltower (WELL) position steady in Q3 2018 at 195 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Vantage Investment Advisors first reported a position in WELL in Q1 2015 and has held it in 11 quarters since. The position peaked at $15K in Q2 2017. 725 funds tracked by Wall St. Rank hold WELL as of Q3 2018.

Vantage Investment Advisors held 195 shares of Welltower worth $13K as of Q3 2018.
Vantage Investment Advisors left its Welltower share count unchanged in Q3 2018.
Welltower made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #496 holding.
Vantage Investment Advisors first reported a position in Welltower in Q1 2015 and has held it in 11 quarters since.
Vantage Investment Advisors's Welltower position peaked at $15K in Q2 2017.
725 funds tracked by Wall St. Rank held Welltower as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.