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Wealthfront’s Welltower WELL Stock Holding History

Wealthfront’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 		$1.65M Buy
25,697
+1,572
+7% +$102K 0.02% 156
2018
Q2 		$1.51M Sell
24,125
-3,125
-11% -$174K 0.02% 162
2018
Q1 		$1.48M Buy
27,250
+5,326
+24% +$301K 0.02% 179
2017
Q4 		$1.4M Buy
21,924
+7,919
+57% +$532K 0.02% 169
2017
Q3 		$984K Buy
14,005
+5,667
+68% +$412K 0.01% 200
2017
Q2 		$624K Buy
8,338
+2,305
+38% +$168K 0.01% 229
2017
Q1 		$427K Buy
6,033
+2,400
+66% +$162K 0.01% 261
2016
Q4 		$243K Sell
3,633
-58
-2% -$3.84K 0.01% 337
2016
Q3 		$276K Buy
3,691
+976
+36% +$74.7K 0.01% 292
2016
Q2 		$207K Buy
+2,715
New +$193K 0.01% 337
2015
Q4 		– Sell
-4,056
Closed -$275K – 1069
2015
Q3 		$275K Buy
4,056
+583
+17% +$38.9K 0.01% 212
2015
Q2 		$228K Sell
3,473
-455
-12% -$32.6K 0.01% 233
2015
Q1 		$304K Buy
3,928
+1,233
+46% +$97.1K 0.01% 155
2014
Q4 		$204K Buy
2,695
+455
+20% +$32.5K 0.01% 212
2014
Q3 		$140K Buy
2,240
+640
+40% +$41.3K 0.01% 228
2014
Q2 		$99K Buy
1,600
+553
+53% +$34.8K 0.01% 226
2014
Q1 		$62K Buy
+1,047
New +$59.8K 0.01% 217

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Wealthfront's WELL Position: Q3 2018 in Review

Wealthfront increased its Welltower (WELL) stake by 6.5% in Q3 2018, buying an estimated $102K and bringing the position to 25,697 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #156.

Wealthfront first reported a position in WELL in Q1 2014 and has held it in 17 quarters since. 725 funds tracked by Wall St. Rank hold WELL as of Q3 2018.

  • Wealthfront held 25,697 shares of Welltower worth $1.65M as of Q3 2018.
  • Wealthfront bought 1,572 Welltower shares in Q3 2018, an estimated $102K.
  • Welltower made up 0.02% of Wealthfront's portfolio in Q3 2018, its #156 holding.
  • Wealthfront first reported a position in Welltower in Q1 2014 and has held it in 17 quarters since.
  • 725 funds tracked by Wall St. Rank held Welltower as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.