Asset Management One’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 | $185M | Buy |
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|
2025
Q1 | $183M | Buy |
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|
2024
Q4 | $143M | Buy |
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|
2024
Q3 | $142M | Sell |
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|
2024
Q2 | $119M | Buy |
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|
2024
Q1 | $103M | Buy |
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|
2023
Q4 | $98.9M | Buy |
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|
2023
Q3 | $84.2M | Sell |
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|
2023
Q2 | $83.6M | Buy |
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|
2023
Q1 | $66.9M | Buy |
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|
2022
Q4 | $61.4M | Buy |
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|
2022
Q3 | $56.5M | Sell |
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|
2022
Q2 | $76.2M | Buy |
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|
2022
Q1 | $83.3M | Sell |
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|
2021
Q4 | $76.9M | Buy |
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|
2021
Q3 | $70.6M | Sell |
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|
2021
Q2 | $76.2M | Sell |
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|
2021
Q1 | $65.9M | Sell |
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|
2020
Q4 | $60.5M | Sell |
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|
2020
Q3 | $54.6M | Buy |
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|
2020
Q2 | $50.4M | Buy |
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|
2020
Q1 | $39.4M | Sell |
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|
2019
Q4 | $84.5M | Sell |
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|
2019
Q3 | $96.9M | Buy |
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|
2019
Q2 | $86.7M | Buy |
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|
2019
Q1 | $78.2M | Sell |
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|
2018
Q4 | $97.1M | Sell |
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|
2018
Q3 | $90.8M | Buy |
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|
2018
Q2 | $85.6M | Buy |
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|
2018
Q1 | $71.6M | Sell |
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|
2017
Q4 | $87.3M | Sell |
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|
2017
Q3 | $98.2M | Buy |
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|
2017
Q2 | $104M | Buy |
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|
2017
Q1 | $98M | Sell |
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|
2016
Q4 | $98.1M | Buy |
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|
2016
Q3 | $68.8M | Sell |
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|
2016
Q2 | $71.4M | Sell |
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|
2016
Q1 | $67.9M | Buy |
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|
2015
Q4 | $59.5M | Sell |
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|
2015
Q3 | $67.5M | Sell |
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|
2015
Q2 | $72.4M | Buy |
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|
2015
Q1 | $81.1M | Buy |
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|
2014
Q4 | $71M | Sell |
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|
2014
Q3 | $65.4M | Buy |
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|
2014
Q2 | $62.2M | Sell |
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|
2014
Q1 | $58.8M | Sell |
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|
2013
Q4 | $53.5M | Sell |
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|
2013
Q3 | $68.9M | Sell |
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|
2013
Q2 | $75.7M | Buy |
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