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Wilbanks Smith & Thomas Asset Management’s Welltower WELL Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q4 		– Sell
-359
Closed -$23K – 1302
2018
Q3 		$23K Buy
+359
New +$23.2K ﹤0.01% 855

Other funds holding WELL

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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
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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's WELL Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Welltower (WELL) in Q4 2018, closing a stake of 359 shares — an estimated $23K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in WELL in Q3 2018 and held it in 1 quarter. The position peaked at $23K in Q3 2018. 757 funds tracked by Wall St. Rank hold WELL as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Welltower position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 359 Welltower shares in Q4 2018, an estimated $23K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Welltower in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Welltower position peaked at $23K in Q3 2018.
  • 757 funds tracked by Wall St. Rank held Welltower as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.