Ameritas Investment Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Buy |
5,846
+82
| +1% | +$12.6K | 0.03% | 646 |
|
|
2025
Q1 | $883K | Hold |
5,764
| – | – | 0.03% | 644 |
|
|
2024
Q4 | $726K | Sell |
5,764
-97
| -2% | -$12.2K | 0.02% | 705 |
|
|
2024
Q3 | $750K | Sell |
5,861
-431
| -7% | -$55.2K | 0.02% | 709 |
|
|
2024
Q2 | $656K | Buy |
6,292
+305
| +5% | +$31.8K | 0.02% | 727 |
|
|
2024
Q1 | $559K | Sell |
5,987
-187
| -3% | -$17.5K | 0.02% | 777 |
|
|
2023
Q4 | $557K | Buy |
6,174
+221
| +4% | +$19.9K | 0.02% | 767 |
|
|
2023
Q3 | $488K | Hold |
5,953
| – | – | 0.02% | 778 |
|
|
2023
Q2 | $482K | Buy |
5,953
+145
| +2% | +$11.7K | 0.02% | 776 |
|
|
2023
Q1 | $416K | Hold |
5,808
| – | – | 0.02% | 815 |
|
|
2022
Q4 | $431K | Hold |
5,808
| – | – | 0.02% | 821 |
|
|
2022
Q3 | $372K | Buy |
5,808
+165
| +3% | +$10.6K | 0.02% | 826 |
|
|
2022
Q2 | $464K | Buy |
5,643
+90
| +2% | +$7.4K | 0.02% | 775 |
|
|
2022
Q1 | $534K | Sell |
5,553
-223
| -4% | -$21.4K | 0.02% | 784 |
|
|
2021
Q4 | $495K | Hold |
5,776
| – | – | 0.02% | 814 |
|
|
2021
Q3 | $476K | Sell |
5,776
-300
| -5% | -$24.7K | 0.02% | 809 |
|
|
2021
Q2 | $504K | Buy |
6,076
+300
| +5% | +$24.9K | 0.02% | 793 |
|
|
2021
Q1 | $414K | Sell |
5,776
-296
| -5% | -$21.2K | 0.02% | 843 |
|
|
2020
Q4 | $392K | Sell |
6,072
-548
| -8% | -$35.4K | 0.02% | 842 |
|
|
2020
Q3 | $365K | Hold |
6,620
| – | – | 0.02% | 807 |
|
|
2020
Q2 | $343K | Sell |
6,620
-300
| -4% | -$15.5K | 0.02% | 810 |
|
|
2020
Q1 | $316K | Buy |
6,920
+43
| +0.6% | +$1.96K | 0.02% | 760 |
|
|
2019
Q4 | $562K | Sell |
6,877
-300
| -4% | -$24.5K | 0.02% | 719 |
|
|
2019
Q3 | $650K | Sell |
7,177
-156
| -2% | -$14.1K | 0.03% | 667 |
|
|
2019
Q2 | $597K | Buy |
7,333
+260
| +4% | +$21.2K | 0.03% | 697 |
|
|
2019
Q1 | $549K | Hold |
7,073
| – | – | 0.03% | 706 |
|
|
2018
Q4 | $490K | Hold |
7,073
| – | – | 0.03% | 697 |
|
|
2018
Q3 | $455K | Sell |
7,073
-277
| -4% | -$17.8K | 0.02% | 758 |
|
|
2018
Q2 | $460K | Sell |
7,350
-309
| -4% | -$19.3K | 0.02% | 746 |
|
|
2018
Q1 | $417K | Sell |
7,659
-358
| -4% | -$19.5K | 0.02% | 796 |
|
|
2017
Q4 | $511K | Sell |
8,017
-323
| -4% | -$20.6K | 0.02% | 738 |
|
|
2017
Q3 | $610K | Hold |
8,340
| – | – | 0.03% | 693 |
|
|
2017
Q2 | $624K | Hold |
8,340
| – | – | 0.03% | 697 |
|
|
2017
Q1 | $591K | Sell |
8,340
-216
| -3% | -$15.3K | 0.03% | 722 |
|
|
2016
Q4 | $573K | Hold |
8,556
| – | – | 0.03% | 714 |
|
|
2016
Q3 | $640K | Buy |
8,556
+1,498
| +21% | +$112K | 0.03% | 664 |
|
|
2016
Q2 | $538K | Buy |
7,058
+486
| +7% | +$37K | 0.04% | 563 |
|
|
2016
Q1 | $456K | Hold |
6,572
| – | – | 0.03% | 627 |
|
|
2015
Q4 | $447K | Hold |
6,572
| – | – | 0.03% | 613 |
|
|
2015
Q3 | $445K | Hold |
6,572
| – | – | 0.03% | 592 |
|
|
2015
Q2 | $431K | Buy |
6,572
+160
| +2% | +$10.5K | 0.03% | 661 |
|
|
2015
Q1 | $496K | Buy |
6,412
+300
| +5% | +$23.2K | 0.03% | 610 |
|
|
2014
Q4 | $462K | Buy |
6,112
+177
| +3% | +$13.4K | 0.03% | 629 |
|
|
2014
Q3 | $370K | Sell |
5,935
-153
| -3% | -$9.54K | 0.03% | 706 |
|
|
2014
Q2 | $382K | Buy |
6,088
+320
| +6% | +$20.1K | 0.03% | 726 |
|
|
2014
Q1 | $344K | Sell |
5,768
-280
| -5% | -$16.7K | 0.03% | 728 |
|
|
2013
Q4 | $324K | Hold |
6,048
| – | – | 0.03% | 781 |
|
|
2013
Q3 | $377K | Buy |
+6,048
| New | +$377K | 0.04% | 643 |
|