Creative Planning’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7M | Buy |
180,225
+2,043
| +1% | +$314K | 0.02% | 270 |
|
|
2025
Q1 | $27.3M | Buy |
178,182
+15,679
| +10% | +$2.4M | 0.03% | 255 |
|
|
2024
Q4 | $20.5M | Sell |
162,503
-2,574
| -2% | -$324K | 0.02% | 290 |
|
|
2024
Q3 | $21.1M | Buy |
165,077
+3,682
| +2% | +$471K | 0.02% | 271 |
|
|
2024
Q2 | $16.8M | Buy |
161,395
+7,329
| +5% | +$764K | 0.02% | 300 |
|
|
2024
Q1 | $14.4M | Buy |
154,066
+1,098
| +0.7% | +$103K | 0.02% | 319 |
|
|
2023
Q4 | $13.8M | Buy |
152,968
+99,841
| +188% | +$9M | 0.03% | 313 |
|
|
2023
Q3 | $4.35M | Buy |
53,127
+8,801
| +20% | +$721K | 0.01% | 573 |
|
|
2023
Q2 | $3.59M | Buy |
44,326
+1,600
| +4% | +$129K | ﹤0.01% | 615 |
|
|
2023
Q1 | $3.06M | Buy |
42,726
+2,271
| +6% | +$163K | ﹤0.01% | 636 |
|
|
2022
Q4 | $2.65M | Buy |
40,455
+1,840
| +5% | +$121K | ﹤0.01% | 658 |
|
|
2022
Q3 | $2.48M | Buy |
38,615
+10,261
| +36% | +$660K | ﹤0.01% | 618 |
|
|
2022
Q2 | $2.34M | Buy |
28,354
+1,048
| +4% | +$86.3K | ﹤0.01% | 666 |
|
|
2022
Q1 | $2.63M | Buy |
27,306
+897
| +3% | +$86.2K | ﹤0.01% | 639 |
|
|
2021
Q4 | $2.27M | Sell |
26,409
-517
| -2% | -$44.3K | ﹤0.01% | 650 |
|
|
2021
Q3 | $2.22M | Buy |
26,926
+2,418
| +10% | +$199K | ﹤0.01% | 656 |
|
|
2021
Q2 | $2.04M | Sell |
24,508
-6,825
| -22% | -$567K | ﹤0.01% | 678 |
|
|
2021
Q1 | $2.24M | Sell |
31,333
-3,677
| -11% | -$263K | ﹤0.01% | 669 |
|
|
2020
Q4 | $2.26M | Sell |
35,010
-833
| -2% | -$53.8K | 0.01% | 615 |
|
|
2020
Q3 | $1.98M | Buy |
35,843
+513
| +1% | +$28.3K | 0.01% | 562 |
|
|
2020
Q2 | $1.83M | Sell |
35,330
-1,833
| -5% | -$94.8K | 0.01% | 520 |
|
|
2020
Q1 | $1.7M | Sell |
37,163
-1,738
| -4% | -$79.6K | 0.01% | 470 |
|
|
2019
Q4 | $3.18M | Buy |
38,901
+2,273
| +6% | +$186K | 0.01% | 388 |
|
|
2019
Q3 | $3.32M | Buy |
36,628
+312
| +0.9% | +$28.3K | 0.01% | 368 |
|
|
2019
Q2 | $2.96M | Buy |
36,316
+5,609
| +18% | +$457K | 0.01% | 387 |
|
|
2019
Q1 | $2.38M | Buy |
30,707
+1,755
| +6% | +$136K | 0.01% | 412 |
|
|
2018
Q4 | $2.01M | Buy |
28,952
+2,319
| +9% | +$161K | 0.01% | 423 |
|
|
2018
Q3 | $1.71M | Sell |
26,633
-981
| -4% | -$63.1K | 0.01% | 528 |
|
|
2018
Q2 | $1.73M | Sell |
27,614
-16,025
| -37% | -$1M | 0.01% | 503 |
|
|
2018
Q1 | $2.38M | Sell |
43,639
-667
| -2% | -$36.3K | 0.01% | 422 |
|
|
2017
Q4 | $2.83M | Buy |
44,306
+16,021
| +57% | +$1.02M | 0.01% | 369 |
|
|
2017
Q3 | $1.99M | Buy |
28,285
+3,082
| +12% | +$217K | 0.01% | 460 |
|
|
2017
Q2 | $1.89M | Buy |
25,203
+1,608
| +7% | +$120K | 0.01% | 451 |
|
|
2017
Q1 | $1.67M | Sell |
23,595
-4,029
| -15% | -$285K | 0.01% | 481 |
|
|
2016
Q4 | $1.85M | Buy |
27,624
+5,735
| +26% | +$384K | 0.01% | 424 |
|
|
2016
Q3 | $1.64M | Buy |
21,889
+2,651
| +14% | +$198K | 0.01% | 434 |
|
|
2016
Q2 | $1.47M | Buy |
19,238
+1,308
| +7% | +$99.6K | 0.01% | 416 |
|
|
2016
Q1 | $1.24M | Sell |
17,930
-1,321
| -7% | -$91.6K | 0.01% | 438 |
|
|
2015
Q4 | $1.31M | Buy |
19,251
+184
| +1% | +$12.5K | 0.01% | 422 |
|
|
2015
Q3 | $1.29M | Buy |
19,067
+708
| +4% | +$47.9K | 0.01% | 408 |
|
|
2015
Q2 | $1.21M | Buy |
18,359
+1,432
| +8% | +$94K | 0.01% | 416 |
|
|
2015
Q1 | $1.31M | Buy |
16,927
+194
| +1% | +$15K | 0.01% | 381 |
|
|
2014
Q4 | $1.27M | Sell |
16,733
-33
| -0.2% | -$2.5K | 0.01% | 379 |
|
|
2014
Q3 | $1.05M | Buy |
16,766
+3,779
| +29% | +$236K | 0.01% | 389 |
|
|
2014
Q2 | $814K | Sell |
12,987
-334
| -3% | -$20.9K | 0.01% | 452 |
|
|
2014
Q1 | $794K | Buy |
13,321
+49
| +0.4% | +$2.92K | 0.01% | 444 |
|
|
2013
Q4 | $711K | Sell |
13,272
-101
| -0.8% | -$5.41K | 0.01% | 406 |
|
|
2013
Q3 | $834K | Buy |
13,373
+2,746
| +26% | +$171K | 0.02% | 307 |
|
|
2013
Q2 | $712K | Buy |
+10,627
| New | +$712K | 0.02% | 309 |
|