Duff & Phelps Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386M | Buy |
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|
2025
Q1 | $379M | Sell |
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|
2024
Q4 | $325M | Buy |
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|
2024
Q3 | $325M | Buy |
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|
2024
Q2 | $255M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $190M | Buy |
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|
2023
Q3 | $162M | Buy |
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|
2023
Q2 | $155M | Sell |
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|
2023
Q1 | $170M | Sell |
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|
2022
Q4 | $157M | Buy |
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|
2022
Q3 | $152M | Buy |
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|
2022
Q2 | $168M | Buy |
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|
2022
Q1 | $169M | Buy |
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|
2021
Q4 | $139M | Buy |
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|
2021
Q3 | $124M | Sell |
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|
2021
Q2 | $128M | Buy |
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|
2021
Q1 | $93.7M | Buy |
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|
2020
Q4 | $80.4M | Sell |
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|
2020
Q3 | $68.8M | Buy |
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|
2020
Q2 | $53M | Buy |
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|
2020
Q1 | $43M | Buy |
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|
2019
Q4 | $44.2M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $11.4M | Sell |
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|
2017
Q2 | $13.9M | Sell |
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|
2017
Q1 | $14.1M | Sell |
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|
2016
Q4 | $13.4M | Sell |
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|
2016
Q3 | $32.3M | Sell |
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|
2016
Q2 | $39M | Buy |
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|
2016
Q1 | $20.3M | Buy |
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|
2015
Q4 | $4.32M | Buy |
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|
2015
Q3 | $639K | Hold |
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|
2015
Q2 | $619K | Hold |
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|
2015
Q1 | $730K | Sell |
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|
2014
Q4 | $1.24M | Sell |
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|
2014
Q3 | $1.42M | Hold |
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|
2014
Q2 | $1.43M | Sell |
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|
2014
Q1 | $16.6M | Sell |
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|
2013
Q4 | $35.1M | Sell |
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|
2013
Q3 | $91.1M | Buy |
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|
2013
Q2 | $91.1M | Buy |
|