Ziegler Capital Management’s Welltower WELL Stock Holding History

Ziegler Capital 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
2020 Q2	–	Sell	-16,051	Closed	-$735K	–	522
2020 Q1	$735K	Buy	+16,051	New	+$1.18M	0.02%	409

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ziegler Capital Management's WELL Position: Q2 2020 in Review

Ziegler Capital Management sold out of Welltower (WELL) in Q2 2020, closing a stake of 16,051 shares — an estimated $735K sold.

Ziegler Capital Management first reported a position in WELL in Q1 2020 and held it in 1 quarter. The position peaked at $735K in Q1 2020. 731 funds tracked by Wall St. Rank hold WELL as of Q2 2020.

Ziegler Capital Management reported no remaining Welltower position as of Q2 2020 after selling out during the quarter.
Ziegler Capital Management sold 16,051 Welltower shares in Q2 2020, an estimated $735K.
Ziegler Capital Management first reported a position in Welltower in Q1 2020 and held it in 1 quarter.
Ziegler Capital Management's Welltower position peaked at $735K in Q1 2020.
731 funds tracked by Wall St. Rank held Welltower as of Q2 2020.

Based on Ziegler Capital Management's 13F filing for Q2 2020, filed 24 Jul 2020.