Fidelity Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82B | Buy |
18,323,524
+785,538
| +4% | +$121M | 0.16% | 99 |
|
|
2025
Q1 | $2.69B | Buy |
17,537,986
+1,755,191
| +11% | +$269M | 0.17% | 91 |
|
|
2024
Q4 | $1.99B | Buy |
15,782,795
+1,354,231
| +9% | +$171M | 0.12% | 131 |
|
|
2024
Q3 | $1.85B | Buy |
14,428,564
+3,977,845
| +38% | +$509M | 0.11% | 144 |
|
|
2024
Q2 | $1.09B | Sell |
10,450,719
-1,038,104
| -9% | -$108M | 0.07% | 228 |
|
|
2024
Q1 | $1.07B | Sell |
11,488,823
-605,946
| -5% | -$56.6M | 0.07% | 242 |
|
|
2023
Q4 | $1.09B | Sell |
12,094,769
-2,213,410
| -15% | -$200M | 0.08% | 209 |
|
|
2023
Q3 | $1.17B | Sell |
14,308,179
-189,666
| -1% | -$15.5M | 0.1% | 174 |
|
|
2023
Q2 | $1.17B | Sell |
14,497,845
-1,879,881
| -11% | -$152M | 0.1% | 182 |
|
|
2023
Q1 | $1.17B | Buy |
16,377,726
+567,977
| +4% | +$40.7M | 0.11% | 175 |
|
|
2022
Q4 | $1.04B | Buy |
15,809,749
+272,258
| +2% | +$17.8M | 0.1% | 188 |
|
|
2022
Q3 | $999M | Sell |
15,537,491
-3,520,872
| -18% | -$226M | 0.1% | 172 |
|
|
2022
Q2 | $1.57B | Sell |
19,058,363
-208,511
| -1% | -$17.2M | 0.16% | 118 |
|
|
2022
Q1 | $1.85B | Buy |
19,266,874
+3,557,881
| +23% | +$342M | 0.15% | 117 |
|
|
2021
Q4 | $1.35B | Buy |
15,708,993
+3,869,169
| +33% | +$332M | 0.1% | 182 |
|
|
2021
Q3 | $976M | Buy |
11,839,824
+977,194
| +9% | +$80.5M | 0.08% | 232 |
|
|
2021
Q2 | $903M | Buy |
10,862,630
+327,775
| +3% | +$27.2M | 0.07% | 254 |
|
|
2021
Q1 | $755M | Sell |
10,534,855
-567,683
| -5% | -$40.7M | 0.06% | 289 |
|
|
2020
Q4 | $717M | Buy |
11,102,538
+1,744,288
| +19% | +$113M | 0.06% | 295 |
|
|
2020
Q3 | $516M | Buy |
9,358,250
+624,910
| +7% | +$34.4M | 0.05% | 328 |
|
|
2020
Q2 | $452M | Sell |
8,733,340
-699,301
| -7% | -$36.2M | 0.05% | 347 |
|
|
2020
Q1 | $432M | Sell |
9,432,641
-356,942
| -4% | -$16.3M | 0.06% | 282 |
|
|
2019
Q4 | $801M | Sell |
9,789,583
-110,936
| -1% | -$9.07M | 0.09% | 219 |
|
|
2019
Q3 | $897M | Buy |
9,900,519
+316,755
| +3% | +$28.7M | 0.11% | 186 |
|
|
2019
Q2 | $781M | Buy |
9,583,764
+444,069
| +5% | +$36.2M | 0.09% | 212 |
|
|
2019
Q1 | $709M | Buy |
9,139,695
+363,724
| +4% | +$28.2M | 0.08% | 232 |
|
|
2018
Q4 | $609M | Buy |
8,775,971
+1,416,074
| +19% | +$98.3M | 0.08% | 226 |
|
|
2018
Q3 | $473M | Sell |
7,359,897
-1,540,412
| -17% | -$99.1M | 0.05% | 345 |
|
|
2018
Q2 | $558M | Buy |
8,900,309
+332,384
| +4% | +$20.8M | 0.06% | 287 |
|
|
2018
Q1 | $466M | Sell |
8,567,925
-2,117,815
| -20% | -$115M | 0.06% | 362 |
|
|
2017
Q4 | $681M | Sell |
10,685,740
-2,181,233
| -17% | -$139M | 0.08% | 264 |
|
|
2017
Q3 | $904M | Sell |
12,866,973
-360,699
| -3% | -$25.3M | 0.11% | 194 |
|
|
2017
Q2 | $990M | Buy |
13,227,672
+1,057,117
| +9% | +$79.1M | 0.12% | 178 |
|
|
2017
Q1 | $862M | Buy |
12,170,555
+1,383,556
| +13% | +$98M | 0.11% | 195 |
|
|
2016
Q4 | $722M | Sell |
10,786,999
-429,934
| -4% | -$28.8M | 0.1% | 224 |
|
|
2016
Q3 | $839M | Sell |
11,216,933
-215,076
| -2% | -$16.1M | 0.11% | 197 |
|
|
2016
Q2 | $871M | Buy |
11,432,009
+3,433,819
| +43% | +$262M | 0.12% | 181 |
|
|
2016
Q1 | $555M | Buy |
7,998,190
+7,300,300
| +1,046% | +$506M | 0.08% | 265 |
|
|
2015
Q4 | $47.5M | Sell |
697,890
-209,091
| -23% | -$14.2M | 0.01% | 1278 |
|
|
2015
Q3 | $61.4M | Sell |
906,981
-131,603
| -13% | -$8.91M | 0.01% | 1154 |
|
|
2015
Q2 | $68.2M | Sell |
1,038,584
-45,445
| -4% | -$2.98M | 0.01% | 1203 |
|
|
2015
Q1 | $83.9M | Buy |
1,084,029
+71,431
| +7% | +$5.53M | 0.01% | 1109 |
|
|
2014
Q4 | $76.6M | Buy |
1,012,598
+43,468
| +4% | +$3.29M | 0.01% | 1143 |
|
|
2014
Q3 | $60.4M | Sell |
969,130
-182,805
| -16% | -$11.4M | 0.01% | 1213 |
|
|
2014
Q2 | $72.2M | Sell |
1,151,935
-329,782
| -22% | -$20.7M | 0.01% | 1177 |
|
|
2014
Q1 | $88.3M | Buy |
1,481,717
+20,028
| +1% | +$1.19M | 0.01% | 1044 |
|
|
2013
Q4 | $78.3M | Buy |
1,461,689
+94,506
| +7% | +$5.06M | 0.01% | 1091 |
|
|
2013
Q3 | $85.3M | Sell |
1,367,183
-133,595
| -9% | -$8.33M | 0.01% | 1035 |
|
|
2013
Q2 | $101M | Buy |
+1,500,778
| New | +$101M | 0.02% | 911 |
|