WealthOne’s Welltower WELL Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-210	Closed	-$15K	–	550
2018 Q4	$15K	Buy	+210	New	+$14.3K	0.01%	324

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthOne's WELL Position: Q1 2019 in Review

WealthOne sold out of Welltower (WELL) in Q1 2019, closing a stake of 210 shares — an estimated $15K sold.

WealthOne first reported a position in WELL in Q4 2018 and held it in 1 quarter. The position peaked at $15K in Q4 2018. 806 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

WealthOne reported no remaining Welltower position as of Q1 2019 after selling out during the quarter.
WealthOne sold 210 Welltower shares in Q1 2019, an estimated $15K.
WealthOne first reported a position in Welltower in Q4 2018 and held it in 1 quarter.
WealthOne's Welltower position peaked at $15K in Q4 2018.
806 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.