Capital World Investors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244M | Buy |
+1,589,496
| New | +$244M | 0.04% | 255 |
|
|
2014
Q3 | – | Sell |
-1,855,000
| Closed | -$116M | – | 532 |
|
|
2014
Q2 | $116M | Sell |
1,855,000
-3,350,000
| -64% | -$210M | 0.03% | 294 |
|
|
2014
Q1 | $310M | Sell |
5,205,000
-1,540,000
| -23% | -$91.8M | 0.09% | 198 |
|
|
2013
Q4 | $361M | Sell |
6,745,000
-25,500
| -0.4% | -$1.37M | 0.1% | 186 |
|
|
2013
Q3 | $422M | Buy |
6,770,500
+505,000
| +8% | +$31.5M | 0.13% | 172 |
|
|
2013
Q2 | $420M | Buy |
+6,265,500
| New | +$420M | 0.14% | 169 |
|