WIL
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Winifred I. Li’s Welltower WELL Stock Holding History

Winifred I. Li’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
2014
Q4 		$1K Buy
+8
New +$571 ﹤0.01% 516

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winifred I. Li's WELL Position: Q4 2014 in Review

Winifred I. Li opened a new position in Welltower (WELL) in Q4 2014: 8 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #516 among its holdings.

632 funds tracked by Wall St. Rank hold WELL as of Q4 2014.

  • Winifred I. Li held 8 shares of Welltower worth $1K as of Q4 2014.
  • Welltower was a new Winifred I. Li position in Q4 2014.
  • Welltower made up ﹤0.01% of Winifred I. Li's portfolio in Q4 2014, its #516 holding.
  • 632 funds tracked by Wall St. Rank held Welltower as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.