American National Insurance’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.33M | Sell |
13,800
-1,410
| -9% | -$122K | 0.36% | 80 |
|
|
2021
Q4 | $1.3M | Sell |
15,210
-12,325
| -45% | -$1.03M | 0.29% | 90 |
|
|
2021
Q3 | $2.27M | Sell |
27,535
-45
| -0.2% | -$3.87K | 0.09% | 206 |
|
|
2021
Q2 | $2.29M | Sell |
27,580
-75
| -0.3% | -$5.74K | 0.09% | 211 |
|
|
2021
Q1 | $1.98M | Hold |
27,655
| – | – | 0.08% | 209 |
|
|
2020
Q4 | $1.79M | Hold |
27,655
| – | – | 0.08% | 201 |
|
|
2020
Q3 | $1.52M | Hold |
27,655
| – | – | 0.07% | 195 |
|
|
2020
Q2 | $1.43M | Buy |
27,655
+11,750
| +74% | +$577K | 0.07% | 195 |
|
|
2020
Q1 | $728K | Hold |
15,905
| – | – | 0.05% | 213 |
|
|
2019
Q4 | $1.3M | Sell |
15,905
-2,275
| -13% | -$195K | 0.07% | 204 |
|
|
2019
Q3 | $1.65M | Hold |
18,180
| – | – | 0.09% | 196 |
|
|
2019
Q2 | $1.48M | Hold |
18,180
| – | – | 0.08% | 198 |
|
|
2019
Q1 | $1.41M | Hold |
18,180
| – | – | 0.07% | 204 |
|
|
2018
Q4 | $1.26M | Hold |
18,180
| – | – | 0.07% | 201 |
|
|
2018
Q3 | $1.17M | Sell |
18,180
-20,000
| -52% | -$1.29M | 0.06% | 211 |
|
|
2018
Q2 | $2.39M | Hold |
38,180
| – | – | 0.12% | 190 |
|
|
2018
Q1 | $2.08M | Hold |
38,180
| – | – | 0.11% | 189 |
|
|
2017
Q4 | $2.44M | Hold |
38,180
| – | – | 0.12% | 187 |
|
|
2017
Q3 | $2.68M | Buy |
38,180
+9,000
| +31% | +$654K | 0.14% | 174 |
|
|
2017
Q2 | $2.18M | Hold |
29,180
| – | – | 0.12% | 186 |
|
|
2017
Q1 | $2.07M | Hold |
29,180
| – | – | 0.11% | 191 |
|
|
2016
Q4 | $1.95M | Hold |
29,180
| – | – | 0.11% | 195 |
|
|
2016
Q3 | $2.18M | Hold |
29,180
| – | – | 0.13% | 196 |
|
|
2016
Q2 | $2.22M | Hold |
29,180
| – | – | 0.13% | 193 |
|
|
2016
Q1 | $2.02M | Sell |
29,180
-170
| -0.6% | -$11K | 0.12% | 196 |
|
|
2015
Q4 | $2M | Hold |
29,350
| – | – | 0.12% | 200 |
|
|
2015
Q3 | $1.99M | Hold |
29,350
| – | – | 0.13% | 192 |
|
|
2015
Q2 | $1.93M | Hold |
29,350
| – | – | 0.11% | 194 |
|
|
2015
Q1 | $2.27M | Hold |
29,350
| – | – | 0.13% | 183 |
|
|
2014
Q4 | $2.22M | Hold |
29,350
| – | – | 0.13% | 183 |
|
|
2014
Q3 | $1.83M | Hold |
29,350
| – | – | 0.11% | 198 |
|
|
2014
Q2 | $1.84M | Hold |
29,350
| – | – | 0.11% | 199 |
|
|
2014
Q1 | $1.75M | Hold |
29,350
| – | – | 0.11% | 199 |
|
|
2013
Q4 | $1.57M | Hold |
29,350
| – | – | 0.1% | 208 |
|
|
2013
Q3 | $1.83M | Hold |
29,350
| – | – | 0.13% | 189 |
|
|
2013
Q2 | $1.97M | Buy |
+29,350
| New | +$2.09M | 0.15% | 178 |
|
Other funds holding WELL
RC
American National Insurance's WELL Position: Q1 2022 in Review
American National Insurance reduced its Welltower (WELL) stake by 9.3% in Q1 2022, selling an estimated $122K and leaving 13,800 shares worth $1.33M. The position accounts for 0.36% of the portfolio, ranked #80.
American National Insurance first reported a position in WELL in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.68M in Q3 2017. 845 funds tracked by Wall St. Rank hold WELL as of Q1 2022.
- American National Insurance held 13,800 shares of Welltower worth $1.33M as of Q1 2022.
- American National Insurance sold 1,410 Welltower shares in Q1 2022, an estimated $122K.
- Welltower made up 0.36% of American National Insurance's portfolio in Q1 2022, its #80 holding.
- American National Insurance first reported a position in Welltower in Q2 2013 and has held it in 36 quarters since.
- American National Insurance's Welltower position peaked at $2.68M in Q3 2017.
- 845 funds tracked by Wall St. Rank held Welltower as of Q1 2022.
Based on American National Insurance's 13F filing for Q1 2022, filed 13 May 2022.