Achmea Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.27M | Buy |
40,779
+18,619
| +84% | +$2.86M | 0.08% | 211 |
|
|
2025
Q1 | $3.4M | Buy |
22,160
+6,611
| +43% | +$1.01M | 0.05% | 243 |
|
|
2024
Q4 | $1.96M | Buy |
+15,549
| New | +$1.96M | 0.03% | 292 |
|
|
2023
Q3 | – | Sell |
-1,744
| Closed | -$141K | – | 631 |
|
|
2023
Q2 | $141K | Buy |
1,744
+890
| +104% | +$72K | ﹤0.01% | 539 |
|
|
2023
Q1 | $61K | Sell |
854
-9,844
| -92% | -$703K | ﹤0.01% | 521 |
|
|
2022
Q4 | $657K | Sell |
10,698
-21,496
| -67% | -$1.32M | 0.02% | 454 |
|
|
2022
Q3 | $2.07M | Hold |
32,194
| – | – | 0.07% | 269 |
|
|
2022
Q2 | $2.65M | Hold |
32,194
| – | – | 0.09% | 244 |
|
|
2022
Q1 | $3.1M | Buy |
+32,194
| New | +$3.1M | 0.08% | 258 |
|
|
2021
Q4 | – | Sell |
-52,351
| Closed | -$4.31M | – | 659 |
|
|
2021
Q3 | $4.31M | Buy |
52,351
+854
| +2% | +$70.4K | 0.13% | 216 |
|
|
2021
Q2 | $4.28M | Sell |
51,497
-13,009
| -20% | -$1.08M | 0.15% | 186 |
|
|
2021
Q1 | $4.62M | Buy |
64,506
+431
| +0.7% | +$30.9K | 0.16% | 173 |
|
|
2020
Q4 | $4.14M | Buy |
64,075
+7,298
| +13% | +$472K | 0.15% | 177 |
|
|
2020
Q3 | $3.13M | Sell |
56,777
-60,674
| -52% | -$3.34M | 0.13% | 196 |
|
|
2020
Q2 | $6.08M | Buy |
117,451
+17,796
| +18% | +$921K | 0.21% | 102 |
|
|
2020
Q1 | $4.56M | Buy |
99,655
+51,967
| +109% | +$2.38M | 0.21% | 103 |
|
|
2019
Q4 | $3.9M | Sell |
47,688
-11,697
| -20% | -$957K | 0.15% | 164 |
|
|
2019
Q3 | $5.39M | Hold |
59,385
| – | – | 0.21% | 122 |
|
|
2019
Q2 | $4.84M | Buy |
+59,385
| New | +$4.84M | 0.18% | 137 |
|
|
2018
Q4 | – | Sell |
-7,759
| Closed | -$499K | – | 496 |
|
|
2018
Q3 | $499K | Buy |
+7,759
| New | +$499K | 0.02% | 434 |
|
|
2018
Q2 | – | Sell |
-44,229
| Closed | -$2.41M | – | 510 |
|
|
2018
Q1 | $2.41M | Sell |
44,229
-4,044
| -8% | -$220K | 0.08% | 267 |
|
|
2017
Q4 | $3.08M | Buy |
48,273
+23,340
| +94% | +$1.49M | 0.1% | 242 |
|
|
2017
Q3 | $1.75M | Sell |
24,933
-5,435
| -18% | -$382K | 0.1% | 256 |
|
|
2017
Q2 | $2.27M | Sell |
30,368
-3,801
| -11% | -$284K | 0.14% | 205 |
|
|
2017
Q1 | $2.42M | Buy |
+34,169
| New | +$2.42M | 0.11% | 237 |
|