Bank of Montreal’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.4M | Sell |
425,613
-89,604
| -17% | -$13.8M | 0.03% | 342 |
|
|
2025
Q1 | $78.9M | Sell |
515,217
-109,990
| -18% | -$16.9M | 0.04% | 288 |
|
|
2024
Q4 | $78.8M | Sell |
625,207
-100,923
| -14% | -$12.7M | 0.04% | 315 |
|
|
2024
Q3 | $92.4M | Sell |
726,130
-32,444
| -4% | -$4.13M | 0.04% | 299 |
|
|
2024
Q2 | $79.2M | Buy |
758,574
+86,397
| +13% | +$9.02M | 0.02% | 328 |
|
|
2024
Q1 | $62.8M | Buy |
672,177
+87,133
| +15% | +$8.14M | 0.02% | 366 |
|
|
2023
Q4 | $53.3M | Buy |
585,044
+179,876
| +44% | +$16.4M | 0.02% | 414 |
|
|
2023
Q3 | $34.2M | Buy |
405,168
+45,369
| +13% | +$3.83M | 0.01% | 493 |
|
|
2023
Q2 | $29.3M | Sell |
359,799
-859
| -0.2% | -$70K | 0.01% | 538 |
|
|
2023
Q1 | $26.7M | Sell |
360,658
-42,602
| -11% | -$3.15M | 0.01% | 531 |
|
|
2022
Q4 | $26.6M | Buy |
403,260
+86,227
| +27% | +$5.69M | 0.01% | 536 |
|
|
2022
Q3 | $23.2K | Sell |
317,033
-26,920
| -8% | -$1.97K | 0.01% | 543 |
|
|
2022
Q2 | $28.9K | Sell |
343,953
-103,168
| -23% | -$8.66K | 0.01% | 530 |
|
|
2022
Q1 | $43.8M | Sell |
447,121
-186,607
| -29% | -$18.3M | 0.02% | 425 |
|
|
2021
Q4 | $54.4M | Sell |
633,728
-152,473
| -19% | -$13.1M | 0.03% | 401 |
|
|
2021
Q3 | $65.9M | Buy |
786,201
+82,294
| +12% | +$6.9M | 0.03% | 425 |
|
|
2021
Q2 | $58.7M | Buy |
703,907
+143,724
| +26% | +$12M | 0.03% | 436 |
|
|
2021
Q1 | $42.4M | Sell |
560,183
-142,235
| -20% | -$10.8M | 0.03% | 417 |
|
|
2020
Q4 | $43M | Buy |
702,418
+188,912
| +37% | +$11.6M | 0.03% | 425 |
|
|
2020
Q3 | $29.1M | Sell |
513,506
-41,336
| -7% | -$2.34M | 0.02% | 441 |
|
|
2020
Q2 | $27.3M | Sell |
554,842
-38,310
| -6% | -$1.88M | 0.02% | 454 |
|
|
2020
Q1 | $23M | Sell |
593,152
-419,034
| -41% | -$16.3M | 0.03% | 427 |
|
|
2019
Q4 | $82.8M | Buy |
1,012,186
+185,035
| +22% | +$15.1M | 0.06% | 272 |
|
|
2019
Q3 | $75M | Buy |
827,151
+29,937
| +4% | +$2.71M | 0.06% | 250 |
|
|
2019
Q2 | $65M | Buy |
797,214
+177,253
| +29% | +$14.5M | 0.05% | 289 |
|
|
2019
Q1 | $48.1M | Buy |
619,961
+19,470
| +3% | +$1.51M | 0.04% | 339 |
|
|
2018
Q4 | $41.7M | Sell |
600,491
-78,960
| -12% | -$5.48M | 0.04% | 354 |
|
|
2018
Q3 | $43.7M | Sell |
679,451
-61,881
| -8% | -$3.98M | 0.03% | 379 |
|
|
2018
Q2 | $46.5M | Buy |
741,332
+47,064
| +7% | +$2.95M | 0.04% | 354 |
|
|
2018
Q1 | $37.8M | Buy |
694,268
+30,617
| +5% | +$1.67M | 0.03% | 411 |
|
|
2017
Q4 | $42.3M | Buy |
663,651
+228,629
| +53% | +$14.6M | 0.04% | 373 |
|
|
2017
Q3 | $30.6M | Buy |
435,022
+73,601
| +20% | +$5.17M | 0.03% | 467 |
|
|
2017
Q2 | $27.1M | Buy |
361,421
+4,259
| +1% | +$319K | 0.03% | 492 |
|
|
2017
Q1 | $25.3M | Buy |
357,162
+62,143
| +21% | +$4.4M | 0.02% | 483 |
|
|
2016
Q4 | $18.5M | Sell |
295,019
-9,113
| -3% | -$572K | 0.02% | 556 |
|
|
2016
Q3 | $22.7M | Sell |
304,132
-198,205
| -39% | -$14.8M | 0.02% | 489 |
|
|
2016
Q2 | $38.3M | Buy |
502,337
+310,893
| +162% | +$23.7M | 0.04% | 329 |
|
|
2016
Q1 | $13.3M | Sell |
191,444
-79,027
| -29% | -$5.48M | 0.01% | 597 |
|
|
2015
Q4 | $18.4M | Buy |
270,471
+65,038
| +32% | +$4.42M | 0.02% | 497 |
|
|
2015
Q3 | $13.9M | Buy |
205,433
+60,409
| +42% | +$4.09M | 0.02% | 558 |
|
|
2015
Q2 | $9.52M | Sell |
145,024
-133,688
| -48% | -$8.77M | 0.01% | 781 |
|
|
2015
Q1 | $21.6M | Buy |
278,712
+85,127
| +44% | +$6.59M | 0.03% | 460 |
|
|
2014
Q4 | $14.6M | Sell |
193,585
-89,647
| -32% | -$6.78M | 0.02% | 574 |
|
|
2014
Q3 | $17.7M | Buy |
283,232
+221,055
| +356% | +$13.8M | 0.02% | 493 |
|
|
2014
Q2 | $3.9M | Buy |
62,177
+12,204
| +24% | +$765K | ﹤0.01% | 987 |
|
|
2014
Q1 | $2.98M | Buy |
49,973
+279
| +0.6% | +$16.6K | ﹤0.01% | 937 |
|
|
2013
Q4 | $2.66M | Sell |
49,694
-1,827
| -4% | -$97.9K | ﹤0.01% | 938 |
|
|
2013
Q3 | $3.21M | Buy |
51,521
+2,082
| +4% | +$130K | 0.01% | 834 |
|
|
2013
Q2 | $3.31M | Buy |
+49,439
| New | +$3.31M | 0.01% | 794 |
|