Ensign Peak Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Buy |
179,450
+13,420
| +8% | +$2.06M | 0.05% | 261 |
|
|
2025
Q1 | $25.4M | Buy |
166,030
+19,380
| +13% | +$2.97M | 0.05% | 265 |
|
|
2024
Q4 | $18.5M | Buy |
146,650
+2,305
| +2% | +$290K | 0.03% | 336 |
|
|
2024
Q3 | $18.5M | Buy |
144,345
+5,691
| +4% | +$729K | 0.03% | 345 |
|
|
2024
Q2 | $14.5M | Buy |
138,654
+95,559
| +222% | +$9.96M | 0.03% | 368 |
|
|
2024
Q1 | $4.03M | Buy |
43,095
+18,055
| +72% | +$1.69M | 0.01% | 691 |
|
|
2023
Q4 | $2.26M | Buy |
25,040
+9,515
| +61% | +$858K | ﹤0.01% | 866 |
|
|
2023
Q3 | $1.27M | Sell |
15,525
-29,965
| -66% | -$2.45M | ﹤0.01% | 1022 |
|
|
2023
Q2 | $3.68M | Buy |
45,490
+33,690
| +286% | +$2.73M | 0.01% | 674 |
|
|
2023
Q1 | $846K | Hold |
11,800
| – | – | ﹤0.01% | 1379 |
|
|
2022
Q4 | $773K | Hold |
11,800
| – | – | ﹤0.01% | 1370 |
|
|
2022
Q3 | $759K | Sell |
11,800
-1,410
| -11% | -$90.7K | ﹤0.01% | 1231 |
|
|
2022
Q2 | $1.09M | Sell |
13,210
-7,701
| -37% | -$634K | ﹤0.01% | 1076 |
|
|
2022
Q1 | $2.01M | Sell |
20,911
-11,995
| -36% | -$1.15M | ﹤0.01% | 887 |
|
|
2021
Q4 | $2.82M | Sell |
32,906
-2,637
| -7% | -$226K | 0.01% | 839 |
|
|
2021
Q3 | $2.93M | Sell |
35,543
-2,691
| -7% | -$222K | 0.01% | 894 |
|
|
2021
Q2 | $3.18M | Sell |
38,234
-15,255
| -29% | -$1.27M | 0.01% | 853 |
|
|
2021
Q1 | $3.83M | Sell |
53,489
-55,258
| -51% | -$3.96M | 0.01% | 747 |
|
|
2020
Q4 | $7.03M | Sell |
108,747
-8,702
| -7% | -$562K | 0.02% | 511 |
|
|
2020
Q3 | $6.47M | Sell |
117,449
-43,240
| -27% | -$2.38M | 0.02% | 549 |
|
|
2020
Q2 | $8.32M | Buy |
160,689
+14,040
| +10% | +$727K | 0.02% | 468 |
|
|
2020
Q1 | $6.71M | Sell |
146,649
-190,864
| -57% | -$8.74M | 0.02% | 440 |
|
|
2019
Q4 | $27.6M | Buy |
+337,513
| New | +$27.6M | 0.07% | 239 |
|