Capital Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
17,178
-66
| -0.4% | -$10.1K | 0.05% | 193 |
|
|
2025
Q1 | $2.64M | Sell |
17,244
-84
| -0.5% | -$12.9K | 0.05% | 184 |
|
|
2024
Q4 | $2.18M | Sell |
17,328
-1,547
| -8% | -$195K | 0.04% | 201 |
|
|
2024
Q3 | $2.42M | Sell |
18,875
-316
| -2% | -$40.5K | 0.05% | 191 |
|
|
2024
Q2 | $2M | Sell |
19,191
-731
| -4% | -$76.2K | 0.05% | 193 |
|
|
2024
Q1 | $1.86M | Buy |
19,922
+362
| +2% | +$33.8K | 0.04% | 200 |
|
|
2023
Q4 | $1.76M | Buy |
19,560
+84
| +0.4% | +$7.57K | 0.04% | 202 |
|
|
2023
Q3 | $1.6M | Sell |
19,476
-289
| -1% | -$23.7K | 0.04% | 208 |
|
|
2023
Q2 | $1.6M | Sell |
19,765
-2,885
| -13% | -$233K | 0.05% | 187 |
|
|
2023
Q1 | $1.62M | Sell |
22,650
-503
| -2% | -$36.1K | 0.05% | 189 |
|
|
2022
Q4 | $1.52M | Buy |
23,153
+125
| +0.5% | +$8.2K | 0.05% | 202 |
|
|
2022
Q3 | $1.48M | Sell |
23,028
-577
| -2% | -$37.1K | 0.05% | 202 |
|
|
2022
Q2 | $1.94M | Sell |
23,605
-227
| -1% | -$18.7K | 0.06% | 179 |
|
|
2022
Q1 | $2.29M | Sell |
23,832
-2,157
| -8% | -$207K | 0.07% | 177 |
|
|
2021
Q4 | $2.23M | Sell |
25,989
-885
| -3% | -$75.9K | 0.07% | 183 |
|
|
2021
Q3 | $2.21M | Sell |
26,874
-304
| -1% | -$25K | 0.07% | 179 |
|
|
2021
Q2 | $2.26M | Sell |
27,178
-92
| -0.3% | -$7.64K | 0.08% | 174 |
|
|
2021
Q1 | $1.95M | Sell |
27,270
-276
| -1% | -$19.8K | 0.07% | 179 |
|
|
2020
Q4 | $1.78M | Sell |
27,546
-409
| -1% | -$26.4K | 0.07% | 173 |
|
|
2020
Q3 | $1.54M | Sell |
27,955
-1,428
| -5% | -$78.7K | 0.07% | 174 |
|
|
2020
Q2 | $1.52M | Sell |
29,383
-1,520
| -5% | -$78.7K | 0.08% | 165 |
|
|
2020
Q1 | $1.42M | Sell |
30,903
-2,181
| -7% | -$99.9K | 0.09% | 158 |
|
|
2019
Q4 | $2.71M | Sell |
33,084
-113
| -0.3% | -$9.24K | 0.13% | 128 |
|
|
2019
Q3 | $3.01M | Sell |
33,197
-1,195
| -3% | -$108K | 0.16% | 121 |
|
|
2019
Q2 | $2.8M | Sell |
34,392
-55
| -0.2% | -$4.48K | 0.15% | 120 |
|
|
2019
Q1 | $2.67M | Sell |
34,447
-2,340
| -6% | -$182K | 0.16% | 123 |
|
|
2018
Q4 | $2.55M | Sell |
36,787
-17,562
| -32% | -$1.22M | 0.17% | 113 |
|
|
2018
Q3 | $3.5M | Sell |
54,349
-1,994
| -4% | -$128K | 0.21% | 96 |
|
|
2018
Q2 | $3.53M | Buy |
56,343
+1,232
| +2% | +$77.2K | 0.22% | 93 |
|
|
2018
Q1 | $3M | Sell |
55,111
-10,669
| -16% | -$581K | 0.2% | 105 |
|
|
2017
Q4 | $4.2M | Buy |
65,780
+1,418
| +2% | +$90.4K | 0.27% | 81 |
|
|
2017
Q3 | $4.52M | Sell |
64,362
-10
| -0% | -$703 | 0.31% | 74 |
|
|
2017
Q2 | $4.82M | Buy |
64,372
+5,409
| +9% | +$405K | 0.35% | 72 |
|
|
2017
Q1 | $4.18M | Buy |
58,963
+8,365
| +17% | +$592K | 0.32% | 71 |
|
|
2016
Q4 | $3.39M | Buy |
50,598
+4,191
| +9% | +$281K | 0.29% | 75 |
|
|
2016
Q3 | $3.47M | Buy |
46,407
+7,108
| +18% | +$531K | 0.31% | 75 |
|
|
2016
Q2 | $2.99M | Sell |
39,299
-730
| -2% | -$55.6K | 0.28% | 81 |
|
|
2016
Q1 | $2.78M | Sell |
40,029
-62
| -0.2% | -$4.3K | 0.27% | 78 |
|
|
2015
Q4 | $2.73M | Buy |
40,091
+1,406
| +4% | +$95.6K | 0.28% | 80 |
|
|
2015
Q3 | $2.62M | Buy |
38,685
+4,533
| +13% | +$307K | 0.29% | 76 |
|
|
2015
Q2 | $2.24M | Buy |
34,152
+178
| +0.5% | +$11.7K | 0.24% | 93 |
|
|
2015
Q1 | $2.63M | Sell |
33,974
-134
| -0.4% | -$10.4K | 0.28% | 84 |
|
|
2014
Q4 | $2.58M | Sell |
34,108
-1,263
| -4% | -$95.6K | 0.29% | 80 |
|
|
2014
Q3 | $2.21M | Sell |
35,371
-1,382
| -4% | -$86.2K | 0.25% | 93 |
|
|
2014
Q2 | $2.3M | Sell |
36,753
-330
| -0.9% | -$20.7K | 0.26% | 94 |
|
|
2014
Q1 | $2.21M | Buy |
37,083
+182
| +0.5% | +$10.8K | 0.28% | 92 |
|
|
2013
Q4 | $1.98M | Buy |
+36,901
| New | +$1.98M | 0.26% | 94 |
|