Baird Financial Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
10,871
+735
| +7% | +$113K | ﹤0.01% | 1060 |
|
|
2025
Q1 | $1.55M | Sell |
10,136
-1,778
| -15% | -$272K | ﹤0.01% | 1041 |
|
|
2024
Q4 | $1.5M | Buy |
11,914
+784
| +7% | +$98.8K | ﹤0.01% | 1058 |
|
|
2024
Q3 | $1.42M | Buy |
11,130
+1,856
| +20% | +$238K | ﹤0.01% | 1060 |
|
|
2024
Q2 | $967K | Sell |
9,274
-1,255
| -12% | -$131K | ﹤0.01% | 1180 |
|
|
2024
Q1 | $984K | Buy |
10,529
+66
| +0.6% | +$6.17K | ﹤0.01% | 1164 |
|
|
2023
Q4 | $943K | Sell |
10,463
-13,733
| -57% | -$1.24M | ﹤0.01% | 1154 |
|
|
2023
Q3 | $1.98M | Buy |
24,196
+464
| +2% | +$38K | 0.01% | 910 |
|
|
2023
Q2 | $1.92M | Buy |
23,732
+76
| +0.3% | +$6.15K | 0.01% | 924 |
|
|
2023
Q1 | $1.7M | Buy |
23,656
+286
| +1% | +$20.5K | ﹤0.01% | 938 |
|
|
2022
Q4 | $1.53M | Buy |
23,370
+466
| +2% | +$30.6K | ﹤0.01% | 953 |
|
|
2022
Q3 | $1.47M | Sell |
22,904
-7,022
| -23% | -$452K | ﹤0.01% | 943 |
|
|
2022
Q2 | $2.47M | Sell |
29,926
-1,168
| -4% | -$96.2K | 0.01% | 776 |
|
|
2022
Q1 | $2.99M | Buy |
31,094
+982
| +3% | +$94.4K | 0.01% | 757 |
|
|
2021
Q4 | $2.58M | Sell |
30,112
-2,276
| -7% | -$195K | 0.01% | 834 |
|
|
2021
Q3 | $2.67M | Buy |
32,388
+5,720
| +21% | +$471K | 0.01% | 826 |
|
|
2021
Q2 | $2.22M | Sell |
26,668
-38,952
| -59% | -$3.24M | 0.01% | 877 |
|
|
2021
Q1 | $4.7M | Sell |
65,620
-13,105
| -17% | -$939K | 0.01% | 595 |
|
|
2020
Q4 | $5.09M | Sell |
78,725
-28,314
| -26% | -$1.83M | 0.02% | 538 |
|
|
2020
Q3 | $5.9M | Sell |
107,039
-7,615
| -7% | -$420K | 0.02% | 462 |
|
|
2020
Q2 | $5.93M | Sell |
114,654
-257,034
| -69% | -$13.3M | 0.02% | 442 |
|
|
2020
Q1 | $17M | Buy |
371,688
+72,127
| +24% | +$3.3M | 0.08% | 248 |
|
|
2019
Q4 | $24.5M | Sell |
299,561
-7,758
| -3% | -$634K | 0.09% | 245 |
|
|
2019
Q3 | $27.9M | Sell |
307,319
-2,341
| -0.8% | -$212K | 0.11% | 206 |
|
|
2019
Q2 | $25.2M | Buy |
309,660
+9,829
| +3% | +$801K | 0.1% | 222 |
|
|
2019
Q1 | $23.3M | Sell |
299,831
-28,501
| -9% | -$2.21M | 0.14% | 198 |
|
|
2018
Q4 | $22.8M | Sell |
328,332
-466
| -0.1% | -$32.3K | 0.15% | 172 |
|
|
2018
Q3 | $20.8M | Buy |
328,798
+13,469
| +4% | +$853K | 0.13% | 193 |
|
|
2018
Q2 | $19.8M | Buy |
315,329
+57,102
| +22% | +$3.59M | 0.13% | 188 |
|
|
2018
Q1 | $14.1M | Buy |
258,227
+50,012
| +24% | +$2.72M | 0.1% | 232 |
|
|
2017
Q4 | $13.3M | Buy |
208,215
+5,898
| +3% | +$376K | 0.09% | 227 |
|
|
2017
Q3 | $14.2M | Sell |
202,317
-1,580
| -0.8% | -$111K | 0.11% | 215 |
|
|
2017
Q2 | $15.3M | Buy |
203,897
+9,945
| +5% | +$744K | 0.12% | 204 |
|
|
2017
Q1 | $13.7M | Buy |
193,952
+10,276
| +6% | +$728K | 0.11% | 208 |
|
|
2016
Q4 | $12.3M | Buy |
183,676
+13,517
| +8% | +$905K | 0.11% | 206 |
|
|
2016
Q3 | $12.7M | Buy |
170,159
+3,011
| +2% | +$225K | 0.11% | 193 |
|
|
2016
Q2 | $12.7M | Sell |
167,148
-20,559
| -11% | -$1.57M | 0.12% | 190 |
|
|
2016
Q1 | $13M | Buy |
187,707
+34,901
| +23% | +$2.42M | 0.12% | 192 |
|
|
2015
Q4 | $10.4M | Sell |
152,806
-71,388
| -32% | -$4.86M | 0.1% | 203 |
|
|
2015
Q3 | $15.2M | Buy |
224,194
+33,334
| +17% | +$2.26M | 0.16% | 163 |
|
|
2015
Q2 | $12.5M | Buy |
+190,860
| New | +$12.5M | 0.12% | 191 |
|