de First Trust Advisors Welltower WELL Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 103 M | Comprar |
453,161
+21,183
| +5% | +USD 4.48 M | 0.06% | 386 |
|
|
2026
Q1 | USD 85.4 M | Comprar |
431,978
+8,854
| +2% | +USD 1.75 M | 0.06% | 393 |
|
|
2025
Q4 | USD 78.5 M | Vender |
423,124
-20,728
| -5% | -USD 3.87 M | 0.06% | 403 |
|
|
2025
Q3 | USD 79.1 M | Comprar |
443,852
+202,636
| +84% | +USD 33.3 M | 0.06% | 402 |
|
|
2025
Q2 | USD 37.1 M | Comprar |
241,216
+39,287
| +19% | +USD 5.87 M | 0.03% | 689 |
|
|
2025
Q1 | USD 30.9 M | Vender |
201,929
-29,686
| -13% | -USD 4.23 M | 0.03% | 728 |
|
|
2024
Q4 | USD 29.2 M | Comprar |
231,615
+47,353
| +26% | +USD 6.22 M | 0.03% | 723 |
|
|
2024
Q3 | USD 23.6 M | Comprar |
184,262
+92,915
| +102% | +USD 10.8 M | 0.02% | 746 |
|
|
2024
Q2 | USD 9.5 M | Vender |
91,347
-14,717
| -14% | -USD 1.44 M | 0.01% | 1038 |
|
|
2024
Q1 | USD 9.9 M | Vender |
106,064
-57,375
| -35% | -USD 5.2 M | 0.01% | 1020 |
|
|
2023
Q4 | USD 14.7 M | Comprar |
163,439
+6,759
| +4% | +USD 586 k | 0.02% | 875 |
|
|
2023
Q3 | USD 12.8 M | Comprar |
156,680
+42,992
| +38% | +USD 3.54 M | 0.02% | 908 |
|
|
2023
Q2 | USD 9.2 M | Comprar |
113,688
+33,168
| +41% | +USD 2.56 M | 0.01% | 1035 |
|
|
2023
Q1 | USD 5.77 M | Vender |
80,520
-3,219
| -4% | -USD 233 k | 0.01% | 1164 |
|
|
2022
Q4 | USD 5.49 M | Vender |
83,739
-28,177
| -25% | -USD 1.81 M | 0.01% | 1146 |
|
|
2022
Q3 | USD 7.2 M | Vender |
111,916
-2,248
| -2% | -USD 176 k | 0.01% | 1051 |
|
|
2022
Q2 | USD 9.4 M | Vender |
114,164
-401,805
| -78% | -USD 35.8 M | 0.01% | 980 |
|
|
2022
Q1 | USD 49.6 M | Comprar |
515,969
+83,280
| +19% | +USD 7.23 M | 0.05% | 504 |
|
|
2021
Q4 | USD 37.1 M | Comprar |
432,689
+292,849
| +209% | +USD 24.4 M | 0.04% | 590 |
|
|
2021
Q3 | USD 11.5 M | Comprar |
139,840
+67,568
| +93% | +USD 5.81 M | 0.01% | 970 |
|
|
2021
Q2 | USD 6.01 M | Comprar |
72,272
+8,078
| +13% | +USD 618 k | 0.01% | 1240 |
|
|
2021
Q1 | USD 4.6 M | Vender |
64,194
-30,416
| -32% | -USD 2.04 M | 0.01% | 1299 |
|
|
2020
Q4 | USD 6.11 M | Comprar |
94,610
+38,519
| +69% | +USD 2.34 M | 0.01% | 1016 |
|
|
2020
Q3 | USD 3.09 M | Vender |
56,091
-3,495
| -6% | -USD 192 k | ﹤0.01% | 1149 |
|
|
2020
Q2 | USD 3.08 M | Vender |
59,586
-34,341
| -37% | -USD 1.69 M | 0.01% | 1166 |
|
|
2020
Q1 | USD 4.3 M | Vender |
93,927
-150,256
| -62% | -USD 11.1 M | 0.01% | 918 |
|
|
2019
Q4 | USD 20 M | Comprar |
244,183
+86,171
| +55% | +USD 7.38 M | 0.03% | 620 |
|
|
2019
Q3 | USD 14.3 M | Vender |
158,012
-34,244
| -18% | -USD 2.98 M | 0.03% | 706 |
|
|
2019
Q2 | USD 15.7 M | Comprar |
192,256
+114,215
| +146% | +USD 8.98 M | 0.03% | 628 |
|
|
2019
Q1 | USD 6.06 M | Vender |
78,041
-5,078
| -6% | -USD 381 k | 0.01% | 941 |
|
|
2018
Q4 | USD 5.77 M | Vender |
83,119
-23,329
| -22% | -USD 1.59 M | 0.01% | 918 |
|
|
2018
Q3 | USD 6.85 M | Vender |
106,448
-24,266
| -19% | -USD 1.57 M | 0.01% | 983 |
|
|
2018
Q2 | USD 8.19 M | Vender |
130,714
-15,198
| -10% | -USD 847 k | 0.02% | 867 |
|
|
2018
Q1 | USD 7.94 M | Vender |
145,912
-16,838
| -10% | -USD 951 k | 0.02% | 839 |
|
|
2017
Q4 | USD 10.4 M | Vender |
162,750
-35,957
| -18% | -USD 2.41 M | 0.02% | 760 |
|
|
2017
Q3 | USD 14 M | Comprar |
198,707
+65,072
| +49% | +USD 4.73 M | 0.04% | 632 |
|
|
2017
Q2 | USD 10 M | Vender |
133,635
-17,184
| -11% | -USD 1.26 M | 0.03% | 744 |
|
|
2017
Q1 | USD 10.7 M | Vender |
150,819
-7,747
| -5% | -USD 523 k | 0.03% | 732 |
|
|
2016
Q4 | USD 10.6 M | Vender |
158,566
-154,515
| -49% | -USD 10.2 M | 0.03% | 731 |
|
|
2016
Q3 | USD 23.4 M | Comprar |
313,081
+67,654
| +28% | +USD 5.18 M | 0.07% | 381 |
|
|
2016
Q2 | USD 18.7 M | Comprar |
245,427
+32,978
| +16% | +USD 2.34 M | 0.06% | 444 |
|
|
2016
Q1 | USD 14.7 M | Vender |
212,449
-136,962
| -39% | -USD 8.83 M | 0.05% | 503 |
|
|
2015
Q4 | USD 23.8 M | Comprar |
349,411
+103,081
| +42% | +USD 6.73 M | 0.06% | 350 |
|
|
2015
Q3 | USD 16.7 M | Vender |
246,330
-88,897
| -27% | -USD 5.94 M | 0.05% | 439 |
|
|
2015
Q2 | USD 22 M | Vender |
335,227
-108,022
| -24% | -USD 7.75 M | 0.06% | 391 |
|
|
2015
Q1 | USD 34.3 M | Comprar |
443,249
+151,155
| +52% | +USD 11.9 M | 0.1% | 233 |
|
|
2014
Q4 | USD 22.1 M | Comprar |
292,094
+49,496
| +20% | +USD 3.53 M | 0.07% | 371 |
|
|
2014
Q3 | USD 15.1 M | Comprar |
242,598
+114,959
| +90% | +USD 7.41 M | 0.06% | 509 |
|
|
2014
Q2 | USD 8 M | Comprar |
127,639
+25,165
| +25% | +USD 1.58 M | 0.03% | 767 |
|
|
2014
Q1 | USD 6.11 M | Vender |
102,474
-7,926
| -7% | -USD 453 k | 0.03% | 889 |
|
|
2013
Q4 | USD 5.91 M | Vender |
110,400
-5,393
| -5% | -USD 321 k | 0.03% | 871 |
|
|
2013
Q3 | USD 7.22 M | Vender |
115,793
-119,070
| -51% | -USD 7.57 M | 0.04% | 682 |
|
|
2013
Q2 | USD 15.7 M | Comprar |
+234,863
| Nuevas | +USD 16.7 M | 0.1% | 270 |
|
Otros fondos que tienen WELL en su cartera
Posición de First Trust Advisors en WELL: resumen de T2 2026
First Trust Advisors aumentó su participación en Welltower (WELL) en 4.9% durante T2 2026, al comprar aproximadamente USD 4.48 M y elevar la posición a 453,161 acciones con un valor de USD 103 M. La posición representa 0.06% de la cartera y ocupa el puesto #386.
First Trust Advisors reportó por primera vez una posición en WELL en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 1,604 fondos que sigue Wall St. Rank mantienen una posición en WELL.
- Al cierre de T2 2026, First Trust Advisors tenía 453,161 acciones de Welltower con un valor de USD 103 M.
- First Trust Advisors compró 21,183 acciones de Welltower en T2 2026, por un monto estimado de USD 4.48 M.
- Welltower representó 0.06% de la cartera de First Trust Advisors en T2 2026 y fue su posición número 386.
- First Trust Advisors reportó por primera vez una posición en Welltower en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 1,604 fondos que sigue Wall St. Rank tenían Welltower en cartera.
Según el Informe 13F de First Trust Advisors correspondiente a T2 2026, presentado el 11 ago 2026.