HighTower Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Sell |
90,007
-1,977
| -2% | -$304K | 0.02% | 678 |
|
|
2025
Q1 | $14.1M | Buy |
91,984
+4,386
| +5% | +$672K | 0.02% | 642 |
|
|
2024
Q4 | $11M | Buy |
87,598
+10
| +0% | +$1.26K | 0.02% | 716 |
|
|
2024
Q3 | $11.2M | Buy |
87,588
+20,445
| +30% | +$2.62M | 0.02% | 711 |
|
|
2024
Q2 | $6.99M | Sell |
67,143
-349
| -0.5% | -$36.3K | 0.01% | 859 |
|
|
2024
Q1 | $6.28M | Buy |
67,492
+595
| +0.9% | +$55.4K | 0.01% | 871 |
|
|
2023
Q4 | $6.04M | Buy |
66,897
+2,566
| +4% | +$232K | 0.01% | 887 |
|
|
2023
Q3 | $5.25M | Buy |
64,331
+3,100
| +5% | +$253K | 0.01% | 912 |
|
|
2023
Q2 | $4.93M | Buy |
61,231
+8,462
| +16% | +$682K | 0.01% | 912 |
|
|
2023
Q1 | $3.79M | Buy |
52,769
+1,835
| +4% | +$132K | 0.01% | 975 |
|
|
2022
Q4 | $3.35M | Sell |
50,934
-12,333
| -19% | -$810K | 0.01% | 1009 |
|
|
2022
Q3 | $4.07M | Buy |
63,267
+413
| +0.7% | +$26.5K | 0.01% | 883 |
|
|
2022
Q2 | $5.17M | Sell |
62,854
-7,796
| -11% | -$641K | 0.01% | 802 |
|
|
2022
Q1 | $6.79M | Buy |
70,650
+20,035
| +40% | +$1.92M | 0.02% | 756 |
|
|
2021
Q4 | $4.35M | Buy |
50,615
+32,392
| +178% | +$2.78M | 0.01% | 975 |
|
|
2021
Q3 | $1.5M | Buy |
18,223
+226
| +1% | +$18.5K | ﹤0.01% | 1427 |
|
|
2021
Q2 | $1.49M | Sell |
17,997
-1,468
| -8% | -$121K | ﹤0.01% | 1411 |
|
|
2021
Q1 | $1.39M | Buy |
+19,465
| New | +$1.39M | ﹤0.01% | 1368 |
|
|
2020
Q4 | – | Sell |
-17,443
| Closed | -$958K | – | 2624 |
|
|
2020
Q3 | $958K | Sell |
17,443
-2,909
| -14% | -$160K | ﹤0.01% | 1230 |
|
|
2020
Q2 | $1.05M | Sell |
20,352
-6,580
| -24% | -$340K | 0.01% | 1093 |
|
|
2020
Q1 | $1.24M | Sell |
26,932
-3,429
| -11% | -$157K | 0.01% | 912 |
|
|
2019
Q4 | $2.48M | Buy |
30,361
+1,620
| +6% | +$132K | 0.01% | 784 |
|
|
2019
Q3 | $2.61M | Buy |
28,741
+432
| +2% | +$39.2K | 0.01% | 799 |
|
|
2019
Q2 | $2.31M | Buy |
28,309
+1,704
| +6% | +$139K | 0.01% | 843 |
|
|
2019
Q1 | $2.07M | Sell |
26,605
-165
| -0.6% | -$12.8K | 0.01% | 840 |
|
|
2018
Q4 | $1.86M | Buy |
26,770
+1,593
| +6% | +$111K | 0.01% | 794 |
|
|
2018
Q3 | $1.62M | Sell |
25,177
-4,522
| -15% | -$291K | 0.01% | 915 |
|
|
2018
Q2 | $1.86M | Sell |
29,699
-3,643
| -11% | -$229K | 0.01% | 866 |
|
|
2018
Q1 | $1.81M | Buy |
33,342
+1,480
| +5% | +$80.3K | 0.02% | 837 |
|
|
2017
Q4 | $2.03M | Sell |
31,862
-5,030
| -14% | -$320K | 0.02% | 814 |
|
|
2017
Q3 | $2.59M | Buy |
36,892
+4,210
| +13% | +$295K | 0.02% | 725 |
|
|
2017
Q2 | $2.44M | Buy |
32,682
+9,973
| +44% | +$745K | 0.02% | 727 |
|
|
2017
Q1 | $1.61M | Buy |
22,709
+4,868
| +27% | +$345K | 0.02% | 840 |
|
|
2016
Q4 | $1.19M | Buy |
17,841
+1,649
| +10% | +$110K | 0.01% | 902 |
|
|
2016
Q3 | $1.21M | Buy |
16,192
+3,077
| +23% | +$230K | 0.01% | 846 |
|
|
2016
Q2 | $1M | Sell |
13,115
-25,036
| -66% | -$1.91M | 0.01% | 882 |
|
|
2016
Q1 | $2.64M | Buy |
38,151
+2,601
| +7% | +$180K | 0.01% | 561 |
|
|
2015
Q4 | $2.42M | Buy |
35,550
+17,450
| +96% | +$1.19M | 0.03% | 563 |
|
|
2015
Q3 | $1.22M | Buy |
18,100
+935
| +5% | +$63.2K | 0.02% | 797 |
|
|
2015
Q2 | $1.13M | Buy |
17,165
+8,821
| +106% | +$580K | 0.02% | 718 |
|
|
2015
Q1 | $645K | Buy |
8,344
+144
| +2% | +$11.1K | 0.01% | 982 |
|
|
2014
Q4 | $620K | Buy |
8,200
+1,200
| +17% | +$90.7K | 0.01% | 971 |
|
|
2014
Q3 | $437K | Sell |
7,000
-31,965
| -82% | -$2M | 0.01% | 1065 |
|
|
2014
Q2 | $2.44M | Buy |
38,965
+31,937
| +454% | +$2M | 0.04% | 504 |
|
|
2014
Q1 | $419K | Sell |
7,028
-2,150
| -23% | -$128K | 0.01% | 1042 |
|
|
2013
Q4 | $492K | Buy |
9,178
+1,189
| +15% | +$63.7K | 0.01% | 966 |
|
|
2013
Q3 | $498K | Sell |
7,989
-6,220
| -44% | -$388K | 0.01% | 829 |
|
|
2013
Q2 | $952K | Buy |
+14,209
| New | +$952K | 0.03% | 615 |
|