Citadel 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 | $149M | Buy |
966,370
+221,263
| +30% | +$34M | 0.03% | 173 |
|
2025
Q1 | $114M | Sell |
745,107
-571,568
| -43% | -$87.6M | 0.02% | 217 |
|
2024
Q4 | $166M | Sell |
1,316,675
-229,929
| -15% | -$29M | 0.03% | 155 |
|
2024
Q3 | $198M | Buy |
1,546,604
+1,457,688
| +1,639% | +$187M | 0.04% | 90 |
|
2024
Q2 | $9.27M | Sell |
88,916
-362,634
| -80% | -$37.8M | ﹤0.01% | 1251 |
|
2024
Q1 | $42.2M | Sell |
451,550
-421,912
| -48% | -$39.4M | 0.01% | 559 |
|
2023
Q4 | $78.8M | Buy |
873,462
+660,055
| +309% | +$59.5M | 0.02% | 318 |
|
2023
Q3 | $17.5M | Buy |
213,407
+131,352
| +160% | +$10.8M | ﹤0.01% | 856 |
|
2023
Q2 | $6.64M | Buy |
82,055
+67,770
| +474% | +$5.48M | ﹤0.01% | 1501 |
|
2023
Q1 | $1.02M | Sell |
14,285
-414,769
| -97% | -$29.7M | ﹤0.01% | 3165 |
|
2022
Q4 | $28.1M | Buy |
429,054
+67,088
| +19% | +$4.4M | 0.01% | 702 |
|
2022
Q3 | $23.3M | Buy |
361,966
+34,060
| +10% | +$2.19M | 0.01% | 739 |
|
2022
Q2 | $27M | Sell |
327,906
-314,763
| -49% | -$25.9M | 0.01% | 661 |
|
2022
Q1 | $61.8M | Buy |
642,669
+631,528
| +5,669% | +$60.7M | 0.01% | 353 |
|
2021
Q4 | $956K | Sell |
11,141
-147,962
| -93% | -$12.7M | ﹤0.01% | 3901 |
|
2021
Q3 | $13.1M | Sell |
159,103
-35,301
| -18% | -$2.91M | ﹤0.01% | 1192 |
|
2021
Q2 | $16.2M | Buy |
194,404
+161,825
| +497% | +$13.4M | ﹤0.01% | 1094 |
|
2021
Q1 | $2.33M | Sell |
32,579
-719,295
| -96% | -$51.5M | ﹤0.01% | 2981 |
|
2020
Q4 | $48.6M | Buy |
751,874
+546,666
| +266% | +$35.3M | 0.01% | 436 |
|
2020
Q3 | $11.3M | Sell |
205,208
-259,232
| -56% | -$14.3M | ﹤0.01% | 1040 |
|
2020
Q2 | $24M | Buy |
464,440
+384,335
| +480% | +$19.9M | 0.01% | 680 |
|
2020
Q1 | $3.67M | Sell |
80,105
-5,748
| -7% | -$263K | ﹤0.01% | 1697 |
|
2019
Q4 | $7.02M | Buy |
85,853
+50,869
| +145% | +$4.16M | ﹤0.01% | 1397 |
|
2019
Q3 | $3.17M | Sell |
34,984
-51,696
| -60% | -$4.69M | ﹤0.01% | 1995 |
|
2019
Q2 | $7.07M | Sell |
86,680
-190,571
| -69% | -$15.5M | ﹤0.01% | 1412 |
|
2019
Q1 | $21.5M | Buy |
277,251
+133,953
| +93% | +$10.4M | 0.01% | 707 |
|
2018
Q4 | $9.95M | Buy |
+143,298
| New | +$9.95M | 0.01% | 1002 |
|
2018
Q3 | – | Sell |
-19,182
| Closed | -$1.2M | – | 4765 |
|
2018
Q2 | $1.2M | Sell |
19,182
-66,968
| -78% | -$4.2M | ﹤0.01% | 2511 |
|
2018
Q1 | $4.69M | Sell |
86,150
-78,777
| -48% | -$4.29M | ﹤0.01% | 1327 |
|
2017
Q4 | $10.5M | Sell |
164,927
-13,307
| -7% | -$849K | 0.01% | 933 |
|
2017
Q3 | $12.5M | Buy |
178,234
+49,615
| +39% | +$3.49M | 0.01% | 841 |
|
2017
Q2 | $9.63M | Sell |
128,619
-25,508
| -17% | -$1.91M | 0.01% | 884 |
|
2017
Q1 | $10.9M | Buy |
+154,127
| New | +$10.9M | 0.01% | 851 |
|
2016
Q4 | – | Sell |
-349,618
| Closed | -$26.1M | – | 4159 |
|
2016
Q3 | $26.1M | Buy |
349,618
+117,275
| +50% | +$8.77M | 0.03% | 416 |
|
2016
Q2 | $17.7M | Buy |
232,343
+209,180
| +903% | +$15.9M | 0.02% | 520 |
|
2016
Q1 | $1.61M | Buy |
23,163
+19,365
| +510% | +$1.34M | ﹤0.01% | 1550 |
|
2015
Q4 | $258K | Sell |
3,798
-272,163
| -99% | -$18.5M | ﹤0.01% | 2810 |
|
2015
Q3 | $18.7M | Buy |
275,961
+244,304
| +772% | +$16.5M | 0.02% | 674 |
|
2015
Q2 | $2.08M | Buy |
31,657
+26,805
| +552% | +$1.76M | ﹤0.01% | 1707 |
|
2015
Q1 | $375K | Sell |
4,852
-40,957
| -89% | -$3.17M | ﹤0.01% | 2820 |
|
2014
Q4 | $3.47M | Sell |
45,809
-11,670
| -20% | -$883K | ﹤0.01% | 1375 |
|
2014
Q3 | $3.59M | Sell |
57,479
-17,740
| -24% | -$1.11M | ﹤0.01% | 1310 |
|
2014
Q2 | $4.71M | Buy |
75,219
+22,785
| +43% | +$1.43M | 0.01% | 1111 |
|
2014
Q1 | $3.13M | Sell |
52,434
-15,689
| -23% | -$935K | ﹤0.01% | 1266 |
|
2013
Q4 | $3.65M | Buy |
68,123
+53,832
| +377% | +$2.88M | ﹤0.01% | 1103 |
|
2013
Q3 | $891K | Sell |
14,291
-1,376,953
| -99% | -$85.8M | ﹤0.01% | 1644 |
|
2013
Q2 | $93.3M | Buy |
+1,391,244
| New | +$93.3M | 0.16% | 99 |
|