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Buckingham Capital Management (Ohio)’s Welltower WELL Stock Holding History

Buckingham Capital Management (Ohio)’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$4.61M Buy
36,563
+609
+2% +$79.9K 0.53% 45
2024
Q3 		$4.6M Buy
35,954
+8,214
+30% +$958K 0.53% 45
2024
Q2 		$2.89M Buy
27,740
+18,200
+191% +$1.78M 0.35% 52
2024
Q1 		$891K Buy
+9,540
New +$864K 0.11% 86
2017
Q2 		– Sell
-2,908
Closed -$206K – 144
2017
Q1 		$206K Sell
2,908
-538
-16% -$36.3K 0.05% 139
2016
Q4 		$231K Sell
3,446
-275
-7% -$18.2K 0.06% 137
2016
Q3 		$279K Hold
3,721
– – 0.07% 135
2016
Q2 		$283K Sell
3,721
-1,625
-30% -$115K 0.08% 139
2016
Q1 		$371K Sell
5,346
-150
-3% -$9.67K 0.1% 136
2015
Q4 		$374K Sell
5,496
-1,669
-23% -$109K 0.1% 147
2015
Q3 		$485K Sell
7,165
-3,876
-35% -$259K 0.14% 136
2015
Q2 		$727K Sell
11,041
-2,679
-20% -$192K 0.2% 116
2015
Q1 		$1.06M Sell
13,720
-9,026
-40% -$710K 0.31% 98
2014
Q4 		$1.72M Sell
22,746
-6,533
-22% -$466K 0.51% 56
2014
Q3 		$1.83M Sell
29,279
-7,590
-21% -$489K 0.57% 48
2014
Q2 		$2.31M Sell
36,869
-7,407
-17% -$466K 0.73% 39
2014
Q1 		$2.64M Sell
44,276
-6,862
-13% -$392K 0.88% 29
2013
Q4 		$2.74M Sell
51,138
-2,922
-5% -$174K 0.96% 22
2013
Q3 		$3.42M Buy
54,060
+1,522
+3% +$96.8K 1.39% 12
2013
Q2 		$3.52M Buy
+52,538
New +$3.73M 1.44% 12

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s WELL Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) increased its Welltower (WELL) stake by 1.7% in Q4 2024, buying an estimated $79.9K and bringing the position to 36,563 shares worth $4.61M. The position accounts for 0.53% of the portfolio, ranked #45.

Buckingham Capital Management (Ohio) first reported a position in WELL in Q2 2013 and has held it in 20 quarters since. 1,126 funds tracked by Wall St. Rank hold WELL as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 36,563 shares of Welltower worth $4.61M as of Q4 2024.
  • Buckingham Capital Management (Ohio) bought 609 Welltower shares in Q4 2024, an estimated $79.9K.
  • Welltower made up 0.53% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #45 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Welltower in Q2 2013 and has held it in 20 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Welltower as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.