AEW Capital 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 | $197M | Sell |
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|
2025
Q1 | $211M | Sell |
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|
2024
Q4 | $178M | Buy |
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|
2024
Q3 | $175M | Buy |
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|
2024
Q2 | $141M | Buy |
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|
2024
Q1 | $121M | Buy |
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|
2023
Q4 | $106M | Buy |
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|
2023
Q3 | $63.3M | Buy |
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|
2023
Q2 | $61.5M | Sell |
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|
2023
Q1 | $70.8M | Sell |
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|
2022
Q4 | $65.8M | Sell |
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|
2022
Q3 | $68.5M | Buy |
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|
2022
Q2 | $64M | Sell |
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|
2022
Q1 | $98.4M | Sell |
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|
2021
Q4 | $114M | Sell |
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|
2021
Q3 | $127M | Sell |
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|
2021
Q2 | $142M | Sell |
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|
2021
Q1 | $203M | Sell |
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|
2020
Q4 | $197M | Buy |
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|
2020
Q3 | $168M | Buy |
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|
2020
Q2 | $104M | Buy |
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|
2020
Q1 | $64.3M | Sell |
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|
2019
Q4 | $120M | Buy |
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|
2019
Q2 | $147M | Sell |
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|
2019
Q1 | $161M | Sell |
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|
2018
Q4 | $166M | Sell |
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|
2018
Q3 | $174M | Sell |
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|
2018
Q2 | $177M | Sell |
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|
2018
Q1 | $167M | Sell |
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|
2017
Q4 | $199M | Sell |
|
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|
2017
Q3 | $223M | Sell |
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|
2017
Q2 | $243M | Sell |
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|
2017
Q1 | $238M | Sell |
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|
2016
Q4 | $229M | Sell |
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|
2016
Q3 | $286M | Sell |
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|
2016
Q2 | $296M | Buy |
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|
2016
Q1 | $265M | Buy |
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|
2015
Q4 | $257M | Buy |
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|
2015
Q3 | $173M | Buy |
|
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|
2015
Q2 | $144M | Buy |
|
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|
2015
Q1 | $167M | Buy |
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|
2014
Q4 | $159M | Buy |
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|
2014
Q3 | $123M | Sell |
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|
2014
Q2 | $126M | Buy |
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|
2014
Q1 | $103M | Buy |
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|
2013
Q4 | $90.5M | Buy |
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|
2013
Q3 | $105M | Sell |
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|
2013
Q2 | $132M | Buy |
|