Advisors Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.76M | Buy |
|
|||||
|
2025
Q1 | $8.86M | Buy |
|
|||||
|
2024
Q4 | $6.73M | Buy |
|
|||||
|
2024
Q3 | $5.88M | Buy |
|
|||||
|
2024
Q2 | $4.43M | Buy |
|
|||||
|
2024
Q1 | $3.52M | Sell |
|
|||||
|
2023
Q4 | $3.97M | Sell |
|
|||||
|
2023
Q3 | $3.74M | Sell |
|
|||||
|
2023
Q2 | $4.16M | Buy |
|
|||||
|
2023
Q1 | $3.59M | Buy |
|
|||||
|
2022
Q4 | $2.66M | Buy |
|
|||||
|
2022
Q3 | $2.42M | Sell |
|
|||||
|
2022
Q2 | $3.68M | Sell |
|
|||||
|
2022
Q1 | $4.51M | Buy |
|
|||||
|
2021
Q4 | $3.78M | Sell |
|
|||||
|
2021
Q3 | $3.73M | Sell |
|
|||||
|
2021
Q2 | $4.07M | Sell |
|
|||||
|
2021
Q1 | $3.98M | Sell |
|
|||||
|
2020
Q4 | $3.69M | Buy |
|
|||||
|
2020
Q3 | $2.79M | Buy |
|
|||||
|
2020
Q2 | $2.12M | Buy |
|
|||||
|
2020
Q1 | $1.45M | Buy |
|
|||||
|
2019
Q4 | $2.13M | Buy |
|
|||||
|
2019
Q3 | $2.06M | Buy |
|
|||||
|
2019
Q2 | $1.32M | Buy |
|
|||||
|
2019
Q1 | $744K | Buy |
|
|||||
|
2018
Q4 | $199K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $390K | Sell |
|
|||||
|
2018
Q1 | $665K | Sell |
|
|||||
|
2017
Q4 | $819K | Sell |
|
|||||
|
2017
Q3 | $940K | Sell |
|
|||||
|
2017
Q2 | $1.75M | Sell |
|
|||||
|
2017
Q1 | $3.87M | Sell |
|
|||||
|
2016
Q4 | $6.75M | Sell |
|
|||||
|
2016
Q3 | $10.2M | Sell |
|
|||||
|
2016
Q2 | $11.3M | Sell |
|
|||||
|
2016
Q1 | $10.8M | Sell |
|
|||||
|
2015
Q4 | $10.9M | Buy |
|
|||||
|
2015
Q3 | $10.8M | Sell |
|
|||||
|
2015
Q2 | $11M | Sell |
|
|||||
|
2015
Q1 | $14M | Sell |
|
|||||
|
2014
Q4 | $15.5M | Sell |
|
|||||
|
2014
Q3 | $13.3M | Sell |
|
|||||
|
2014
Q2 | $13.9M | Sell |
|
|||||
|
2014
Q1 | $14.9M | Sell |
|
|||||
|
2013
Q4 | $13.9M | Sell |
|
|||||
|
2013
Q3 | $17.6M | Buy |
|
|||||
|
2013
Q2 | $17.5M | Buy |
|