Bessemer 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 | $1.26M | Buy |
8,188
+465
| +6% | +$71.4K | ﹤0.01% | 576 |
|
|
2025
Q1 | $1.18M | Sell |
7,723
-191
| -2% | -$29.3K | ﹤0.01% | 638 |
|
|
2024
Q4 | $997K | Buy |
7,914
+617
| +8% | +$77.7K | ﹤0.01% | 764 |
|
|
2024
Q3 | $933K | Buy |
7,297
+3,079
| +73% | +$394K | ﹤0.01% | 792 |
|
|
2024
Q2 | $440K | Buy |
4,218
+105
| +3% | +$11K | ﹤0.01% | 832 |
|
|
2024
Q1 | $384K | Buy |
4,113
+764
| +23% | +$71.3K | ﹤0.01% | 871 |
|
|
2023
Q4 | $302K | Buy |
3,349
+115
| +4% | +$10.4K | ﹤0.01% | 950 |
|
|
2023
Q3 | $264K | Sell |
3,234
-288
| -8% | -$23.5K | ﹤0.01% | 964 |
|
|
2023
Q2 | $284K | Buy |
3,522
+1,088
| +45% | +$87.7K | ﹤0.01% | 954 |
|
|
2023
Q1 | $174K | Buy |
2,434
+102
| +4% | +$7.29K | ﹤0.01% | 933 |
|
|
2022
Q4 | $152K | Sell |
2,332
-422
| -15% | -$27.5K | ﹤0.01% | 949 |
|
|
2022
Q3 | $177K | Sell |
2,754
-457
| -14% | -$29.4K | ﹤0.01% | 916 |
|
|
2022
Q2 | $264K | Sell |
3,211
-8,093
| -72% | -$665K | ﹤0.01% | 833 |
|
|
2022
Q1 | $1.09M | Buy |
11,304
+3,064
| +37% | +$295K | ﹤0.01% | 461 |
|
|
2021
Q4 | $707K | Buy |
8,240
+3,211
| +64% | +$276K | ﹤0.01% | 543 |
|
|
2021
Q3 | $415K | Buy |
5,029
+3,217
| +178% | +$265K | ﹤0.01% | 610 |
|
|
2021
Q2 | $150K | Sell |
1,812
-45
| -2% | -$3.73K | ﹤0.01% | 861 |
|
|
2021
Q1 | $133K | Buy |
1,857
+488
| +36% | +$35K | ﹤0.01% | 841 |
|
|
2020
Q4 | $89K | Sell |
1,369
-245
| -15% | -$15.9K | ﹤0.01% | 884 |
|
|
2020
Q3 | $89K | Sell |
1,614
-18,034
| -92% | -$994K | ﹤0.01% | 858 |
|
|
2020
Q2 | $1.02M | Buy |
19,648
+16,898
| +614% | +$875K | ﹤0.01% | 778 |
|
|
2020
Q1 | $126K | Sell |
2,750
-1,441
| -34% | -$66K | ﹤0.01% | 1079 |
|
|
2019
Q4 | $343K | Hold |
4,191
| – | – | ﹤0.01% | 982 |
|
|
2019
Q3 | $380K | Buy |
4,191
+913
| +28% | +$82.8K | ﹤0.01% | 937 |
|
|
2019
Q2 | $268K | Buy |
3,278
+113
| +4% | +$9.24K | ﹤0.01% | 1022 |
|
|
2019
Q1 | $245K | Buy |
3,165
+248
| +9% | +$19.2K | ﹤0.01% | 959 |
|
|
2018
Q4 | $203K | Buy |
2,917
+1,078
| +59% | +$75K | ﹤0.01% | 975 |
|
|
2018
Q3 | $119K | Buy |
1,839
+299
| +19% | +$19.3K | ﹤0.01% | 1083 |
|
|
2018
Q2 | $97K | Buy |
1,540
+110
| +8% | +$6.93K | ﹤0.01% | 1123 |
|
|
2018
Q1 | $78K | Buy |
1,430
+47
| +3% | +$2.56K | ﹤0.01% | 1175 |
|
|
2017
Q4 | $89K | Sell |
1,383
-145
| -9% | -$9.33K | ﹤0.01% | 1159 |
|
|
2017
Q3 | $107K | Buy |
1,528
+115
| +8% | +$8.05K | ﹤0.01% | 1167 |
|
|
2017
Q2 | $106K | Buy |
1,413
+698
| +98% | +$52.4K | ﹤0.01% | 1165 |
|
|
2017
Q1 | $51K | Sell |
715
-1,459
| -67% | -$104K | ﹤0.01% | 1298 |
|
|
2016
Q4 | $145K | Buy |
2,174
+1,666
| +328% | +$111K | ﹤0.01% | 1155 |
|
|
2016
Q3 | $38K | Buy |
+508
| New | +$38K | ﹤0.01% | 1245 |
|
|
2016
Q2 | – | Sell |
-56
| Closed | -$4K | – | 1468 |
|
|
2016
Q1 | $4K | Sell |
56
-814
| -94% | -$58.1K | ﹤0.01% | 1303 |
|
|
2015
Q4 | $59K | Sell |
870
-759
| -47% | -$51.5K | ﹤0.01% | 935 |
|
|
2015
Q3 | $110K | Buy |
1,629
+7
| +0.4% | +$473 | ﹤0.01% | 823 |
|
|
2015
Q2 | $106K | Buy |
1,622
+403
| +33% | +$26.3K | ﹤0.01% | 834 |
|
|
2015
Q1 | $95K | Sell |
1,219
-250
| -17% | -$19.5K | ﹤0.01% | 835 |
|
|
2014
Q4 | $111K | Buy |
+1,469
| New | +$111K | ﹤0.01% | 786 |
|
|
2014
Q3 | – | Sell |
-58
| Closed | -$4K | – | 1403 |
|
|
2014
Q2 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 1194 |
|
|
2014
Q1 | – | Sell |
-1,000
| Closed | -$54K | – | 1385 |
|
|
2013
Q4 | $54K | Buy |
+1,000
| New | +$54K | ﹤0.01% | 853 |
|
|
2013
Q3 | – | Sell |
-88
| Closed | -$6K | – | 1387 |
|
|
2013
Q2 | $6K | Buy |
+88
| New | +$6K | ﹤0.01% | 1122 |
|