AMG
Advisors Management Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2M | Sell |
53,306
-661
| -1% | -$102K | 1.54% | 18 |
|
|
2025
Q1 | $8.27M | Sell |
53,967
-737
| -1% | -$113K | 1.8% | 13 |
|
|
2024
Q4 | $6.89M | Sell |
54,704
-588
| -1% | -$74.1K | 1.63% | 19 |
|
|
2024
Q3 | $7.08M | Sell |
55,292
-172
| -0.3% | -$22K | 1.67% | 18 |
|
|
2024
Q2 | $5.78M | Sell |
55,464
-693
| -1% | -$72.2K | 1.44% | 23 |
|
|
2024
Q1 | $5.25M | Sell |
56,157
-677
| -1% | -$63.3K | 1.3% | 26 |
|
|
2023
Q4 | $5.13M | Sell |
56,834
-2,099
| -4% | -$189K | 1.39% | 25 |
|
|
2023
Q3 | $4.83M | Sell |
58,933
-679
| -1% | -$55.6K | 1.46% | 22 |
|
|
2023
Q2 | $4.82M | Sell |
59,612
-1,482
| -2% | -$120K | 1.44% | 25 |
|
|
2023
Q1 | $4.38M | Sell |
61,094
-698
| -1% | -$50K | 1.4% | 23 |
|
|
2022
Q4 | $4.05M | Sell |
61,792
-270
| -0.4% | -$17.7K | 1.53% | 23 |
|
|
2022
Q3 | $3.99M | Sell |
62,062
-672
| -1% | -$43.2K | 1.59% | 22 |
|
|
2022
Q2 | $5.17M | Sell |
62,734
-523
| -0.8% | -$43.1K | 1.81% | 19 |
|
|
2022
Q1 | $6.08M | Sell |
63,257
-663
| -1% | -$63.7K | 2.06% | 19 |
|
|
2021
Q4 | $5.48M | Sell |
63,920
-130
| -0.2% | -$11.1K | 1.64% | 18 |
|
|
2021
Q3 | $5.28M | Buy |
64,050
+20
| +0% | +$1.65K | 1.64% | 18 |
|
|
2021
Q2 | $5.32M | Sell |
64,030
-90
| -0.1% | -$7.48K | 1.59% | 18 |
|
|
2021
Q1 | $4.59M | Buy |
64,120
+1,304
| +2% | +$93.4K | 1.44% | 23 |
|
|
2020
Q4 | $4.06M | Buy |
62,816
+2,360
| +4% | +$152K | 1.66% | 20 |
|
|
2020
Q3 | $3.33M | Sell |
60,456
-315
| -0.5% | -$17.4K | 1.38% | 26 |
|
|
2020
Q2 | $3.15M | Sell |
60,771
-774
| -1% | -$40.1K | 1.4% | 30 |
|
|
2020
Q1 | $2.82M | Buy |
61,545
+943
| +2% | +$43.2K | 1.35% | 29 |
|
|
2019
Q4 | $4.96M | Sell |
60,602
-684
| -1% | -$55.9K | 1.97% | 16 |
|
|
2019
Q3 | $5.56M | Sell |
61,286
-512
| -0.8% | -$46.4K | 2.29% | 13 |
|
|
2019
Q2 | $5.04M | Sell |
61,798
-181
| -0.3% | -$14.8K | 2.2% | 17 |
|
|
2019
Q1 | $4.81M | Buy |
61,979
+376
| +0.6% | +$29.2K | 2.15% | 17 |
|
|
2018
Q4 | $4.28M | Sell |
61,603
-443
| -0.7% | -$30.8K | 2.25% | 14 |
|
|
2018
Q3 | $3.99M | Sell |
62,046
-36
| -0.1% | -$2.32K | 1.83% | 20 |
|
|
2018
Q2 | $3.89M | Sell |
62,082
-212
| -0.3% | -$13.3K | 1.85% | 19 |
|
|
2018
Q1 | $3.42M | Sell |
62,294
-314
| -0.5% | -$17.2K | 1.75% | 23 |
|
|
2017
Q4 | $3.99M | Sell |
62,608
-694
| -1% | -$44.3K | 2.05% | 18 |
|
|
2017
Q3 | $4.45M | Sell |
63,302
-296
| -0.5% | -$20.8K | 2.36% | 15 |
|
|
2017
Q2 | $4.76M | Buy |
63,598
+1,029
| +2% | +$77K | 2.63% | 10 |
|
|
2017
Q1 | $4.43M | Buy |
62,569
+1,418
| +2% | +$100K | 2.8% | 9 |
|
|
2016
Q4 | $4.09M | Sell |
61,151
-287
| -0.5% | -$19.2K | 2.78% | 13 |
|
|
2016
Q3 | $4.59M | Sell |
61,438
-333
| -0.5% | -$24.9K | 3.06% | 7 |
|
|
2016
Q2 | $4.71M | Sell |
61,771
-667
| -1% | -$50.8K | 3.28% | 6 |
|
|
2016
Q1 | $4.33M | Buy |
62,438
+1,768
| +3% | +$123K | 3.16% | 6 |
|
|
2015
Q4 | $4.13M | Buy |
+60,670
| New | +$4.13M | 3.38% | 6 |
|