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Waverton Investment Management’s Welltower WELL Stock Holding History

Waverton Investment 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
2013
Q4 		– Sell
-47,170
Closed -$2.94M – 186
2013
Q3 		$2.94M Buy
+47,170
New +$3M 0.17% 107

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waverton Investment Management's WELL Position: Q4 2013 in Review

Waverton Investment Management sold out of Welltower (WELL) in Q4 2013, closing a stake of 47,170 shares — an estimated $2.94M sold.

Waverton Investment Management first reported a position in WELL in Q3 2013 and held it in 1 quarter. The position peaked at $2.94M in Q3 2013. 556 funds tracked by Wall St. Rank hold WELL as of Q4 2013.

  • Waverton Investment Management reported no remaining Welltower position as of Q4 2013 after selling out during the quarter.
  • Waverton Investment Management sold 47,170 Welltower shares in Q4 2013, an estimated $2.94M.
  • Waverton Investment Management first reported a position in Welltower in Q3 2013 and held it in 1 quarter.
  • Waverton Investment Management's Welltower position peaked at $2.94M in Q3 2013.
  • 556 funds tracked by Wall St. Rank held Welltower as of Q4 2013.

Based on Waverton Investment Management's 13F filing for Q4 2013, filed 21 Jan 2014.