Dimensional Fund Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11B | Sell |
7,197,606
-50,876
| -0.7% | -$7.82M | 0.26% | 44 |
|
|
2025
Q1 | $1.11B | Sell |
7,248,482
-227,327
| -3% | -$34.8M | 0.28% | 43 |
|
|
2024
Q4 | $942M | Sell |
7,475,809
-282,630
| -4% | -$35.6M | 0.23% | 48 |
|
|
2024
Q3 | $993M | Sell |
7,758,439
-56,302
| -0.7% | -$7.21M | 0.24% | 45 |
|
|
2024
Q2 | $815M | Buy |
7,814,741
+62,942
| +0.8% | +$6.56M | 0.21% | 54 |
|
|
2024
Q1 | $724M | Buy |
7,751,799
+161,118
| +2% | +$15.1M | 0.2% | 68 |
|
|
2023
Q4 | $684M | Buy |
7,590,681
+340,725
| +5% | +$30.7M | 0.2% | 65 |
|
|
2023
Q3 | $594M | Buy |
7,249,956
+272,017
| +4% | +$22.3M | 0.19% | 63 |
|
|
2023
Q2 | $564M | Buy |
6,977,939
+190,476
| +3% | +$15.4M | 0.18% | 73 |
|
|
2023
Q1 | $487M | Buy |
6,787,463
+455,626
| +7% | +$32.7M | 0.16% | 89 |
|
|
2022
Q4 | $415K | Buy |
6,331,837
+50,175
| +0.8% | +$3.29K | 0.12% | 109 |
|
|
2022
Q3 | $404M | Buy |
6,281,662
+143,331
| +2% | +$9.22M | 0.16% | 87 |
|
|
2022
Q2 | $505M | Buy |
6,138,331
+17,692
| +0.3% | +$1.46M | 0.18% | 80 |
|
|
2022
Q1 | $588M | Buy |
6,120,639
+137,602
| +2% | +$13.2M | 0.18% | 75 |
|
|
2021
Q4 | $513M | Sell |
5,983,037
-86
| -0% | -$7.38K | 0.16% | 90 |
|
|
2021
Q3 | $493M | Buy |
5,983,123
+1,987
| +0% | +$164K | 0.16% | 86 |
|
|
2021
Q2 | $497M | Sell |
5,981,136
-36,858
| -0.6% | -$3.06M | 0.16% | 89 |
|
|
2021
Q1 | $431M | Buy |
6,017,994
+91,141
| +2% | +$6.53M | 0.14% | 97 |
|
|
2020
Q4 | $383M | Sell |
5,926,853
-128,461
| -2% | -$8.3M | 0.14% | 95 |
|
|
2020
Q3 | $334M | Sell |
6,055,314
-139,401
| -2% | -$7.68M | 0.14% | 98 |
|
|
2020
Q2 | $321M | Buy |
6,194,715
+183,707
| +3% | +$9.51M | 0.14% | 92 |
|
|
2020
Q1 | $275M | Sell |
6,011,008
-42,652
| -0.7% | -$1.95M | 0.14% | 94 |
|
|
2019
Q4 | $495M | Sell |
6,053,660
-9,855
| -0.2% | -$806K | 0.18% | 61 |
|
|
2019
Q3 | $550M | Buy |
6,063,515
+108,854
| +2% | +$9.87M | 0.21% | 52 |
|
|
2019
Q2 | $485M | Buy |
5,954,661
+257,799
| +5% | +$21M | 0.19% | 59 |
|
|
2019
Q1 | $442M | Buy |
5,696,862
+111,420
| +2% | +$8.65M | 0.18% | 70 |
|
|
2018
Q4 | $388M | Buy |
5,585,442
+17,550
| +0.3% | +$1.22M | 0.18% | 68 |
|
|
2018
Q3 | $358M | Buy |
5,567,892
+22,970
| +0.4% | +$1.48M | 0.14% | 94 |
|
|
2018
Q2 | $348M | Buy |
5,544,922
+79,444
| +1% | +$4.98M | 0.14% | 85 |
|
|
2018
Q1 | $297M | Buy |
5,465,478
+153,581
| +3% | +$8.36M | 0.12% | 104 |
|
|
2017
Q4 | $339M | Buy |
5,311,897
+140,686
| +3% | +$8.97M | 0.14% | 90 |
|
|
2017
Q3 | $363M | Buy |
5,171,211
+121,252
| +2% | +$8.52M | 0.16% | 75 |
|
|
2017
Q2 | $378M | Buy |
5,049,959
+133,980
| +3% | +$10M | 0.17% | 72 |
|
|
2017
Q1 | $348M | Buy |
4,915,979
+80,273
| +2% | +$5.68M | 0.17% | 72 |
|
|
2016
Q4 | $324M | Buy |
4,835,706
+128,593
| +3% | +$8.61M | 0.16% | 75 |
|
|
2016
Q3 | $352M | Buy |
4,707,113
+34,684
| +0.7% | +$2.59M | 0.19% | 58 |
|
|
2016
Q2 | $356M | Buy |
4,672,429
+144,377
| +3% | +$11M | 0.2% | 51 |
|
|
2016
Q1 | $314M | Buy |
4,528,052
+40,217
| +0.9% | +$2.79M | 0.19% | 64 |
|
|
2015
Q4 | $305M | Buy |
4,487,835
+95,844
| +2% | +$6.52M | 0.19% | 62 |
|
|
2015
Q3 | $297M | Buy |
4,391,991
+209,139
| +5% | +$14.2M | 0.2% | 58 |
|
|
2015
Q2 | $275M | Buy |
4,182,852
+152,933
| +4% | +$10M | 0.17% | 68 |
|
|
2015
Q1 | $312M | Buy |
4,029,919
+81,577
| +2% | +$6.31M | 0.2% | 59 |
|
|
2014
Q4 | $299M | Buy |
3,948,342
+71,436
| +2% | +$5.41M | 0.2% | 60 |
|
|
2014
Q3 | $242M | Buy |
3,876,906
+183,395
| +5% | +$11.4M | 0.17% | 82 |
|
|
2014
Q2 | $231M | Buy |
3,693,511
+267,206
| +8% | +$16.7M | 0.16% | 88 |
|
|
2014
Q1 | $204M | Buy |
3,426,305
+132,008
| +4% | +$7.87M | 0.15% | 94 |
|
|
2013
Q4 | $176M | Buy |
3,294,297
+170,327
| +5% | +$9.12M | 0.14% | 107 |
|
|
2013
Q3 | $195M | Buy |
3,123,970
+313,989
| +11% | +$19.6M | 0.17% | 82 |
|
|
2013
Q2 | $188M | Buy |
+2,809,981
| New | +$188M | 0.18% | 79 |
|