Franklin Resources’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.9M | Buy |
467,450
+46,197
| +11% | +$7.1M | 0.02% | 505 |
|
|
2025
Q1 | $64.5M | Buy |
421,253
+80,236
| +24% | +$12.3M | 0.02% | 525 |
|
|
2024
Q4 | $43M | Sell |
341,017
-50,247
| -13% | -$6.33M | 0.01% | 663 |
|
|
2024
Q3 | $49.9M | Buy |
391,264
+12,265
| +3% | +$1.57M | 0.01% | 608 |
|
|
2024
Q2 | $39.5M | Sell |
378,999
-6,022
| -2% | -$628K | 0.01% | 622 |
|
|
2024
Q1 | $36M | Buy |
385,021
+60,892
| +19% | +$5.69M | 0.01% | 680 |
|
|
2023
Q4 | $29.2M | Sell |
324,129
-14,872
| -4% | -$1.34M | 0.01% | 658 |
|
|
2023
Q3 | $27.8M | Sell |
339,001
-14,931
| -4% | -$1.22M | 0.01% | 654 |
|
|
2023
Q2 | $28.6M | Sell |
353,932
-24,372
| -6% | -$1.97M | 0.01% | 683 |
|
|
2023
Q1 | $27.1M | Buy |
378,304
+40,092
| +12% | +$2.87M | 0.01% | 692 |
|
|
2022
Q4 | $22.2M | Sell |
338,212
-8,385
| -2% | -$550K | 0.01% | 748 |
|
|
2022
Q3 | $22.3M | Buy |
346,597
+139
| +0% | +$8.94K | 0.01% | 744 |
|
|
2022
Q2 | $28.5M | Buy |
346,458
+3,618
| +1% | +$298K | 0.01% | 710 |
|
|
2022
Q1 | $33M | Buy |
342,840
+22,937
| +7% | +$2.21M | 0.01% | 719 |
|
|
2021
Q4 | $27.4M | Buy |
319,903
+3,168
| +1% | +$272K | 0.01% | 808 |
|
|
2021
Q3 | $26.1M | Buy |
316,735
+44,304
| +16% | +$3.65M | 0.01% | 826 |
|
|
2021
Q2 | $22.6M | Buy |
272,431
+37,834
| +16% | +$3.14M | 0.01% | 832 |
|
|
2021
Q1 | $16.8M | Buy |
234,597
+3,168
| +1% | +$227K | 0.01% | 872 |
|
|
2020
Q4 | $15M | Sell |
231,429
-7,153
| -3% | -$462K | 0.01% | 874 |
|
|
2020
Q3 | $13.1M | Sell |
238,582
-12,319
| -5% | -$679K | 0.01% | 849 |
|
|
2020
Q2 | $13.1M | Sell |
250,901
-85,672
| -25% | -$4.48M | 0.01% | 816 |
|
|
2020
Q1 | $15.4M | Sell |
336,573
-20,949
| -6% | -$959K | 0.01% | 724 |
|
|
2019
Q4 | $29.2M | Buy |
357,522
+7,094
| +2% | +$580K | 0.02% | 673 |
|
|
2019
Q3 | $31.8M | Buy |
350,428
+4,832
| +1% | +$438K | 0.02% | 638 |
|
|
2019
Q2 | $28.2M | Sell |
345,596
-10,697
| -3% | -$872K | 0.02% | 677 |
|
|
2019
Q1 | $27.6M | Buy |
356,293
+10,376
| +3% | +$805K | 0.01% | 667 |
|
|
2018
Q4 | $24M | Buy |
345,917
+6,500
| +2% | +$451K | 0.01% | 655 |
|
|
2018
Q3 | $21.8M | Sell |
339,417
-1,600
| -0.5% | -$103K | 0.01% | 761 |
|
|
2018
Q2 | $21.4M | Sell |
341,017
-33,200
| -9% | -$2.08M | 0.01% | 753 |
|
|
2018
Q1 | $20.4M | Sell |
374,217
-38,008
| -9% | -$2.07M | 0.01% | 784 |
|
|
2017
Q4 | $26.3M | Sell |
412,225
-21,150
| -5% | -$1.35M | 0.01% | 725 |
|
|
2017
Q3 | $30.5M | Sell |
433,375
-19,170
| -4% | -$1.35M | 0.01% | 685 |
|
|
2017
Q2 | $33.9M | Buy |
452,545
+47,758
| +12% | +$3.57M | 0.02% | 649 |
|
|
2017
Q1 | $28.7M | Sell |
404,787
-4,800
| -1% | -$340K | 0.01% | 691 |
|
|
2016
Q4 | $27.4M | Sell |
409,587
-123,688
| -23% | -$8.28M | 0.01% | 705 |
|
|
2016
Q3 | $39.9M | Buy |
533,275
+1,528
| +0.3% | +$114K | 0.02% | 595 |
|
|
2016
Q2 | $40.5M | Sell |
531,747
-14,733
| -3% | -$1.12M | 0.02% | 591 |
|
|
2016
Q1 | $37.9M | Sell |
546,480
-55,100
| -9% | -$3.82M | 0.02% | 613 |
|
|
2015
Q4 | $40.9M | Buy |
601,580
+50,983
| +9% | +$3.47M | 0.02% | 614 |
|
|
2015
Q3 | $37.3M | Sell |
550,597
-22,483
| -4% | -$1.52M | 0.02% | 657 |
|
|
2015
Q2 | $37.6M | Sell |
573,080
-27,500
| -5% | -$1.8M | 0.02% | 707 |
|
|
2015
Q1 | $46.5M | Buy |
600,580
+25,283
| +4% | +$1.96M | 0.02% | 620 |
|
|
2014
Q4 | $43.5M | Sell |
575,297
-4,119
| -0.7% | -$312K | 0.02% | 637 |
|
|
2014
Q3 | $36.1M | Buy |
579,416
+122,619
| +27% | +$7.65M | 0.02% | 700 |
|
|
2014
Q2 | $28.6M | Sell |
456,797
-60,022
| -12% | -$3.76M | 0.01% | 776 |
|
|
2014
Q1 | $30.8M | Sell |
516,819
-91,256
| -15% | -$5.44M | 0.01% | 738 |
|
|
2013
Q4 | $32.6M | Sell |
608,075
-19,819
| -3% | -$1.06M | 0.02% | 681 |
|
|
2013
Q3 | $39.2M | Sell |
627,894
-1,266
| -0.2% | -$79K | 0.02% | 610 |
|
|
2013
Q2 | $42.2M | Buy |
+629,160
| New | +$42.2M | 0.02% | 559 |
|