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WealthPLAN Partners’s Welltower WELL Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-7,245
Closed -$570K – 276
2019
Q1 		$570K Buy
7,245
+832
+13% +$62.4K 0.09% 152
2018
Q4 		$498K Buy
6,413
+85
+1% +$5.78K 0.08% 154
2018
Q3 		$445K Buy
6,328
+1,063
+20% +$68.7K 0.08% 159
2018
Q2 		$330K Sell
5,265
-225
-4% -$12.5K 0.07% 183
2018
Q1 		$298K Buy
+5,490
New +$310K 0.07% 210
2017
Q2 		– Sell
-77
Closed -$5.52K – 425
2017
Q1 		$5.52K Buy
+77
New +$5.2K 0.02% 338
2016
Q3 		$10.2K Sell
142
-126
-47% -$9.65K ﹤0.01% 598
2016
Q2 		$10.2K Buy
+268
New +$19K ﹤0.01% 1725

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 $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

WealthPLAN Partners's WELL Position: Q2 2019 in Review

WealthPLAN Partners sold out of Welltower (WELL) in Q2 2019, closing a stake of 7,245 shares — an estimated $570K sold.

WealthPLAN Partners first reported a position in WELL in Q2 2016 and held it in 8 quarters. The position peaked at $570K in Q1 2019. 807 funds tracked by Wall St. Rank hold WELL as of Q2 2019.

  • WealthPLAN Partners reported no remaining Welltower position as of Q2 2019 after selling out during the quarter.
  • WealthPLAN Partners sold 7,245 Welltower shares in Q2 2019, an estimated $570K.
  • WealthPLAN Partners first reported a position in Welltower in Q2 2016 and held it in 8 quarters.
  • WealthPLAN Partners's Welltower position peaked at $570K in Q1 2019.
  • 807 funds tracked by Wall St. Rank held Welltower as of Q2 2019.

Based on WealthPLAN Partners's 13F filing for Q2 2019, filed 19 Aug 2019.