Ancora Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
7,940
+42
| +0.5% | +$6.46K | 0.03% | 362 |
|
|
2025
Q1 | $1.21M | Buy |
7,898
+45
| +0.6% | +$6.89K | 0.03% | 351 |
|
|
2024
Q4 | $990K | Sell |
7,853
-270
| -3% | -$34K | 0.02% | 400 |
|
|
2024
Q3 | $1.04M | Sell |
8,123
-1,037
| -11% | -$133K | 0.02% | 373 |
|
|
2024
Q2 | $955K | Sell |
9,160
-1,325
| -13% | -$138K | 0.02% | 378 |
|
|
2024
Q1 | $980K | Sell |
10,485
-425
| -4% | -$39.7K | 0.02% | 378 |
|
|
2023
Q4 | $984K | Buy |
10,910
+283
| +3% | +$25.5K | 0.02% | 369 |
|
|
2023
Q3 | $871K | Sell |
10,627
-4,187
| -28% | -$343K | 0.02% | 364 |
|
|
2023
Q2 | $1.2M | Sell |
14,814
-500
| -3% | -$40.4K | 0.03% | 320 |
|
|
2023
Q1 | $1.1M | Sell |
15,314
-883
| -5% | -$63.3K | 0.03% | 336 |
|
|
2022
Q4 | $1.06M | Sell |
16,197
-468
| -3% | -$30.7K | 0.03% | 339 |
|
|
2022
Q3 | $1.07M | Sell |
16,665
-237
| -1% | -$15.2K | 0.03% | 330 |
|
|
2022
Q2 | $1.39M | Sell |
16,902
-2,421
| -13% | -$199K | 0.04% | 300 |
|
|
2022
Q1 | $1.86M | Sell |
19,323
-6,782
| -26% | -$652K | 0.05% | 285 |
|
|
2021
Q4 | $2.24M | Sell |
26,105
-6,004
| -19% | -$515K | 0.05% | 265 |
|
|
2021
Q3 | $2.65M | Sell |
32,109
-8,374
| -21% | -$690K | 0.07% | 241 |
|
|
2021
Q2 | $3.36M | Sell |
40,483
-2,107
| -5% | -$175K | 0.09% | 206 |
|
|
2021
Q1 | $3.05M | Buy |
42,590
+280
| +0.7% | +$20.1K | 0.08% | 211 |
|
|
2020
Q4 | $2.73M | Buy |
42,310
+785
| +2% | +$50.7K | 0.09% | 216 |
|
|
2020
Q3 | $2.29M | Sell |
41,525
-1,392
| -3% | -$76.7K | 0.09% | 201 |
|
|
2020
Q2 | $2.22M | Buy |
42,917
+3,154
| +8% | +$163K | 0.09% | 205 |
|
|
2020
Q1 | $1.82M | Buy |
39,763
+9,551
| +32% | +$437K | 0.08% | 230 |
|
|
2019
Q4 | $2.47M | Sell |
30,212
-1,465
| -5% | -$120K | 0.09% | 213 |
|
|
2019
Q3 | $2.87M | Sell |
31,677
-5,157
| -14% | -$468K | 0.13% | 183 |
|
|
2019
Q2 | $3M | Sell |
36,834
-7,370
| -17% | -$601K | 0.13% | 177 |
|
|
2019
Q1 | $3.43M | Sell |
44,204
-16,450
| -27% | -$1.28M | 0.16% | 174 |
|
|
2018
Q4 | $4.21M | Sell |
60,654
-3,803
| -6% | -$264K | 0.2% | 152 |
|
|
2018
Q3 | $4.15M | Sell |
64,457
-1,598
| -2% | -$103K | 0.16% | 179 |
|
|
2018
Q2 | $4.14M | Buy |
66,055
+1,616
| +3% | +$101K | 0.18% | 173 |
|
|
2018
Q1 | $3.51M | Buy |
64,439
+21,078
| +49% | +$1.15M | 0.16% | 183 |
|
|
2017
Q4 | $2.77M | Buy |
43,361
+1,277
| +3% | +$81.5K | 0.15% | 181 |
|
|
2017
Q3 | $2.96M | Buy |
42,084
+142
| +0.3% | +$9.98K | 0.17% | 167 |
|
|
2017
Q2 | $3.14M | Sell |
41,942
-1,864
| -4% | -$140K | 0.2% | 158 |
|
|
2017
Q1 | $3.1M | Sell |
43,806
-460
| -1% | -$32.6K | 0.21% | 152 |
|
|
2016
Q4 | $2.96M | Buy |
+44,266
| New | +$2.96M | 0.22% | 152 |
|