Heitman Real Estate Securities’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 | $155M | Sell |
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|
2025
Q1 | $165M | Buy |
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|
2024
Q4 | $81.7M | Buy |
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|
2024
Q3 | $78.9M | Sell |
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|
2024
Q2 | $107M | Sell |
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|
2024
Q1 | $131M | Buy |
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|
2023
Q4 | $97M | Sell |
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|
2023
Q3 | $103M | Sell |
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|
2023
Q2 | $110M | Sell |
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|
2023
Q1 | $116M | Buy |
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|
2022
Q4 | $105M | Sell |
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|
2022
Q3 | $109M | Buy |
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|
2022
Q2 | $131M | Buy |
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|
2022
Q1 | $143M | Buy |
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|
2021
Q4 | $110M | Sell |
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|
2021
Q3 | $115M | Sell |
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|
2021
Q2 | $150M | Buy |
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|
2021
Q1 | $87.4M | Buy |
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|
2020
Q4 | $76M | Sell |
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|
2020
Q3 | $85.7M | Buy |
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|
2020
Q2 | $65.7M | Buy |
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|
2020
Q1 | $48.8M | Buy |
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|
2019
Q4 | $81.3M | Buy |
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|
2019
Q3 | $12.9M | Sell |
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|
2019
Q2 | $12.5M | Sell |
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|
2019
Q1 | $98.8M | Buy |
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|
2018
Q4 | $81.1M | Buy |
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|
2018
Q3 | $60.9M | Sell |
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|
2018
Q2 | $92.7M | Buy |
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|
2018
Q1 | $57.8M | Sell |
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|
2017
Q4 | $74M | Buy |
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|
2017
Q3 | $73.2M | Buy |
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|
2017
Q2 | $49.3M | Sell |
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|
2017
Q1 | $69M | Sell |
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|
2016
Q4 | $70.8M | Sell |
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|
2016
Q3 | $111M | Buy |
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|
2016
Q2 | $113M | Sell |
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|
2016
Q1 | $105M | Sell |
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|
2015
Q4 | $231M | Buy |
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|
2015
Q3 | $223M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $43.8M | Sell |
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|
2014
Q4 | $47.6M | Sell |
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|
2014
Q3 | $49.8M | Sell |
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|
2014
Q2 | $59.1M | Sell |
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|
2014
Q1 | $82.1M | Buy |
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|
2013
Q4 | $32.9M | Sell |
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|
2013
Q3 | $67.3M | Buy |
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|
2013
Q2 | $65.8M | Buy |
|