WCM
WELL icon

Washington Capital Management’s Welltower WELL Stock Holding History

Washington 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
2016
Q2 		– Sell
-4,398
Closed -$305K – 124
2016
Q1 		$305K Hold
4,398
– – 0.22% 123
2015
Q4 		$299K Hold
4,398
– – 0.19% 115
2015
Q3 		$298K Hold
4,398
– – 0.19% 116
2015
Q2 		$289K Hold
4,398
– – 0.16% 122
2015
Q1 		$340K Hold
4,398
– – 0.2% 118
2014
Q4 		$333K Hold
4,398
– – 0.14% 122
2014
Q3 		$274K Hold
4,398
– – 0.11% 147
2014
Q2 		$276K Hold
4,398
– – 0.1% 149
2014
Q1 		$262K Hold
4,398
– – 0.09% 158
2013
Q4 		$236K Sell
4,398
-242
-5% -$14.4K 0.06% 176
2013
Q3 		$289K Sell
4,640
-1,952
-30% -$124K 0.08% 166
2013
Q2 		$442K Buy
+6,592
New +$468K 0.11% 157

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return