Aberdeen Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $333M | Sell |
1,685,701
-34,299
| -2% | -$6.78M | 0.54% | 24 |
|
|
2025
Q4 | $319M | Sell |
1,720,000
-4,132
| -0.2% | -$772K | 0.49% | 25 |
|
|
2025
Q3 | $307M | Buy |
1,724,132
+145,121
| +9% | +$23.9M | 0.49% | 29 |
|
|
2025
Q2 | $239M | Buy |
1,579,011
+81,540
| +5% | +$12.2M | 0.41% | 36 |
|
|
2025
Q1 | $229M | Buy |
1,497,471
+160,264
| +12% | +$22.8M | 0.45% | 36 |
|
|
2024
Q4 | $168M | Buy |
1,337,207
+26,146
| +2% | +$3.43M | 0.31% | 61 |
|
|
2024
Q3 | $167M | Buy |
1,311,061
+148,017
| +13% | +$17.3M | 0.31% | 66 |
|
|
2024
Q2 | $121M | Sell |
1,163,044
-93,437
| -7% | -$9.16M | 0.23% | 95 |
|
|
2024
Q1 | $117M | Buy |
1,256,481
+79,563
| +7% | +$7.2M | 0.23% | 103 |
|
|
2023
Q4 | $106M | Buy |
1,176,918
+35,479
| +3% | +$3.08M | 0.23% | 100 |
|
|
2023
Q3 | $93.5M | Buy |
1,141,439
+103,788
| +10% | +$8.54M | 0.24% | 95 |
|
|
2023
Q2 | $83.9M | Buy |
1,037,651
+67,086
| +7% | +$5.17M | 0.2% | 110 |
|
|
2023
Q1 | $69.6M | Buy |
970,565
+124,790
| +15% | +$9.05M | 0.17% | 122 |
|
|
2022
Q4 | $55.4M | Sell |
845,775
-29,517
| -3% | -$1.9M | 0.15% | 148 |
|
|
2022
Q3 | $56.3M | Buy |
875,292
+80,557
| +10% | +$6.3M | 0.17% | 131 |
|
|
2022
Q2 | $66.1M | Sell |
794,735
-1,637
| -0.2% | -$146K | 0.21% | 99 |
|
|
2022
Q1 | $77.7M | Sell |
796,372
-78,837
| -9% | -$6.85M | 0.2% | 112 |
|
|
2021
Q4 | $75.1M | Sell |
875,209
-100,745
| -10% | -$8.4M | 0.16% | 135 |
|
|
2021
Q3 | $80.8M | Buy |
975,954
+53,521
| +6% | +$4.6M | 0.18% | 119 |
|
|
2021
Q2 | $76.7M | Buy |
922,433
+62,198
| +7% | +$4.76M | 0.17% | 124 |
|
|
2021
Q1 | $61.6M | Buy |
860,235
+77,616
| +10% | +$5.21M | 0.14% | 152 |
|
|
2020
Q4 | $50.6M | Sell |
782,619
-182,856
| -19% | -$11.1M | 0.12% | 149 |
|
|
2020
Q3 | $53.2M | Sell |
965,475
-157,135
| -14% | -$8.63M | 0.14% | 138 |
|
|
2020
Q2 | $58.1M | Buy |
1,122,610
+16,197
| +1% | +$796K | 0.16% | 124 |
|
|
2020
Q1 | $50.7M | Sell |
1,106,413
-184,203
| -14% | -$13.6M | 0.16% | 119 |
|
|
2019
Q4 | $106M | Buy |
1,290,616
+18,074
| +1% | +$1.55M | 0.26% | 91 |
|
|
2019
Q3 | $115M | Buy |
1,272,542
+422,661
| +50% | +$36.8M | 0.29% | 89 |
|
|
2019
Q2 | $69.3M | Buy |
849,881
+14,843
| +2% | +$1.17M | 0.15% | 120 |
|
|
2019
Q1 | $64.8M | Sell |
835,038
-97,828
| -10% | -$7.34M | 0.14% | 127 |
|
|
2018
Q4 | $64.6M | Sell |
932,866
-1,108,586
| -54% | -$75.4M | 0.15% | 130 |
|
|
2018
Q3 | $131M | Buy |
2,041,452
+10,238
| +0.5% | +$661K | 0.24% | 96 |
|
|
2018
Q2 | $127M | Sell |
2,031,214
-406,072
| -17% | -$22.6M | 0.24% | 96 |
|
|
2018
Q1 | $133M | Buy |
2,437,286
+543,502
| +29% | +$30.7M | 0.26% | 91 |
|
|
2017
Q4 | $121M | Sell |
1,893,784
-412,244
| -18% | -$27.7M | 0.23% | 103 |
|
|
2017
Q3 | $162M | Buy |
+2,306,028
| New | +$168M | 0.3% | 85 |
|
Other funds holding WELL
VCM
VPM
