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Vigilant Capital Management’s Welltower WELL Stock Holding History

Vigilant Capital 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
2018
Q1 		– Sell
-1,050
Closed -$67K – 471
2017
Q4 		$67K Buy
+1,050
New +$70.5K 0.01% 203
2016
Q3 		– Sell
-37
Closed -$3K – 372
2016
Q2 		$3K Buy
+37
New +$2.63K ﹤0.01% 353
2014
Q1 		– Sell
-80
Closed -$4K – 290
2013
Q4 		$4K Hold
80
– – ﹤0.01% 229
2013
Q3 		$5K Hold
80
– – ﹤0.01% 215
2013
Q2 		$5K Buy
+80
New +$5.68K ﹤0.01% 230

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Vigilant Capital Management's WELL Position: Q1 2018 in Review

Vigilant Capital Management sold out of Welltower (WELL) in Q1 2018, closing a stake of 1,050 shares — an estimated $67K sold.

Vigilant Capital Management first reported a position in WELL in Q2 2013 and held it in 5 quarters. The position peaked at $67K in Q4 2017. 740 funds tracked by Wall St. Rank hold WELL as of Q1 2018.

  • Vigilant Capital Management reported no remaining Welltower position as of Q1 2018 after selling out during the quarter.
  • Vigilant Capital Management sold 1,050 Welltower shares in Q1 2018, an estimated $67K.
  • Vigilant Capital Management first reported a position in Welltower in Q2 2013 and held it in 5 quarters.
  • Vigilant Capital Management's Welltower position peaked at $67K in Q4 2017.
  • 740 funds tracked by Wall St. Rank held Welltower as of Q1 2018.

Based on Vigilant Capital Management's 13F filing for Q1 2018, filed 4 Apr 2018.