Arcadia Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $218K | Hold |
1,103
| – | – | 0.04% | 109 |
|
|
2025
Q4 | $205K | Buy |
1,103
+2
| +0.2% | +$374 | 0.03% | 112 |
|
|
2025
Q3 | $196K | Hold |
1,101
| – | – | 0.03% | 117 |
|
|
2025
Q2 | $169K | Hold |
1,101
| – | – | 0.03% | 126 |
|
|
2025
Q1 | $169K | Hold |
1,101
| – | – | 0.03% | 128 |
|
|
2024
Q4 | $139K | Hold |
1,101
| – | – | 0.02% | 145 |
|
|
2024
Q3 | $141K | Hold |
1,101
| – | – | 0.02% | 142 |
|
|
2024
Q2 | $115K | Hold |
1,101
| – | – | 0.02% | 147 |
|
|
2024
Q1 | $103K | Hold |
1,101
| – | – | 0.02% | 157 |
|
|
2023
Q4 | $99.3K | Hold |
1,101
| – | – | 0.02% | 165 |
|
|
2023
Q3 | $90.2K | Hold |
1,101
| – | – | 0.02% | 164 |
|
|
2023
Q2 | $89.1K | Hold |
1,101
| – | – | 0.02% | 174 |
|
|
2023
Q1 | $78.9K | Hold |
1,101
| – | – | 0.02% | 192 |
|
|
2022
Q4 | $72.2K | Hold |
1,101
| – | – | 0.02% | 196 |
|
|
2022
Q3 | $71K | Hold |
1,101
| – | – | 0.02% | 172 |
|
|
2022
Q2 | $91K | Hold |
1,101
| – | – | 0.02% | 166 |
|
|
2022
Q1 | $106K | Hold |
1,101
| – | – | 0.02% | 167 |
|
|
2021
Q4 | $94K | Sell |
1,101
-200
| -15% | -$16.7K | 0.02% | 177 |
|
|
2021
Q3 | $107K | Hold |
1,301
| – | – | 0.02% | 167 |
|
|
2021
Q2 | $108K | Hold |
1,301
| – | – | 0.02% | 168 |
|
|
2021
Q1 | $93K | Hold |
1,301
| – | – | 0.02% | 165 |
|
|
2020
Q4 | $84K | Hold |
1,301
| – | – | 0.02% | 154 |
|
|
2020
Q3 | $72K | Sell |
1,301
-471
| -27% | -$25.9K | 0.02% | 167 |
|
|
2020
Q2 | $92K | Hold |
1,772
| – | – | 0.02% | 141 |
|
|
2020
Q1 | $81K | Hold |
1,772
| – | – | 0.02% | 155 |
|
|
2019
Q4 | $145K | Hold |
1,772
| – | – | 0.04% | 132 |
|
|
2019
Q3 | $161K | Hold |
1,772
| – | – | 0.04% | 132 |
|
|
2019
Q2 | $144K | Hold |
1,772
| – | – | 0.04% | 132 |
|
|
2019
Q1 | $138K | Hold |
1,772
| – | – | 0.04% | 131 |
|
|
2018
Q4 | $123K | Sell |
1,772
-297
| -14% | -$20.2K | 0.04% | 124 |
|
|
2018
Q3 | $133K | Sell |
2,069
-405
| -16% | -$26.2K | 0.04% | 137 |
|
|
2018
Q2 | $155K | Sell |
2,474
-500
| -17% | -$27.9K | 0.04% | 134 |
|
|
2018
Q1 | $162K | Hold |
2,974
| – | – | 0.05% | 131 |
|
|
2017
Q4 | $190K | Hold |
2,974
| – | – | 0.05% | 125 |
|
|
2017
Q3 | $209K | Buy |
2,974
+1,772
| +147% | +$129K | 0.06% | 119 |
|
|
2017
Q2 | $90K | Sell |
1,202
-181
| -13% | -$13.2K | 0.03% | 169 |
|
|
2017
Q1 | $98K | Hold |
1,383
| – | – | 0.03% | 157 |
|
|
2016
Q4 | $93K | Buy |
1,383
+555
| +67% | +$36.8K | 0.03% | 157 |
|
|
2016
Q3 | $62K | Hold |
828
| – | – | 0.02% | 176 |
|
|
2016
Q2 | $63K | Buy |
828
+181
| +28% | +$12.9K | 0.02% | 177 |
|
|
2016
Q1 | $45K | Buy |
647
+178
| +38% | +$11.5K | 0.01% | 173 |
|
|
2015
Q4 | $32K | Buy |
+469
| New | +$30.6K | 0.01% | 195 |
|
Other funds holding WELL
VCM
VPM
Arcadia Investment Management's WELL Position: Q1 2026 in Review
Arcadia Investment Management held its Welltower (WELL) position steady in Q1 2026 at 1,103 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #109.
Arcadia Investment Management first reported a position in WELL in Q4 2015 and has held it in 42 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Arcadia Investment Management held 1,103 shares of Welltower worth $218K as of Q1 2026.
- Arcadia Investment Management left its Welltower share count unchanged in Q1 2026.
- Welltower made up 0.04% of Arcadia Investment Management's portfolio in Q1 2026, its #109 holding.
- Arcadia Investment Management first reported a position in Welltower in Q4 2015 and has held it in 42 quarters since.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.