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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 – 427
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return