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Verus Capital Partners’s Welltower WELL Stock Holding History

Verus Capital Partners’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
2020
Q1 		$50K Buy
1,100
+385
+54% +$28.4K 0.02% 501
2019
Q4 		$58K Buy
+715
New +$61.2K 0.02% 556

Other funds holding WELL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Verus Capital Partners's WELL Position: Q1 2020 in Review

Verus Capital Partners increased its Welltower (WELL) stake by 54% in Q1 2020, buying an estimated $28.4K and bringing the position to 1,100 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #501.

Verus Capital Partners first reported a position in WELL in Q4 2019 and has held it in 2 quarters since. The position peaked at $58K in Q4 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

  • Verus Capital Partners held 1,100 shares of Welltower worth $50K as of Q1 2020.
  • Verus Capital Partners bought 385 Welltower shares in Q1 2020, an estimated $28.4K.
  • Welltower made up 0.02% of Verus Capital Partners's portfolio in Q1 2020, its #501 holding.
  • Verus Capital Partners first reported a position in Welltower in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Welltower position peaked at $58K in Q4 2019.
  • 752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.