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WealthTrust-Arizona’s Welltower WELL Stock Holding History

WealthTrust-Arizona’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
2016
Q2 		– Sell
-500
Closed -$35K – 619
2016
Q1 		$35K Hold
500
– – 0.02% 180
2015
Q4 		$34K Hold
500
– – 0.02% 192
2015
Q3 		$34K Hold
500
– – 0.02% 191
2015
Q2 		$33K Hold
500
– – 0.02% 208
2015
Q1 		$39K Buy
500
+200
+67% +$15.7K 0.02% 195
2014
Q4 		$23K Hold
300
– – 0.02% 253
2014
Q3 		$19K Hold
300
– – 0.02% 291
2014
Q2 		$19K Hold
300
– – 0.02% 294
2014
Q1 		$18K Hold
300
– – 0.02% 319
2013
Q4 		$16K Hold
300
– – 0.02% 317
2013
Q3 		$19K Hold
300
– – 0.02% 251
2013
Q2 		$20K Buy
+300
New +$21.3K 0.03% 235

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return