Hilltop Holdings’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
2,851
+1,229
| +76% | +$189K | 0.03% | 561 |
|
|
2025
Q1 | $248K | Buy |
+1,622
| New | +$248K | 0.02% | 735 |
|
|
2022
Q3 | – | Sell |
-2,524
| Closed | -$208K | – | 553 |
|
|
2022
Q2 | $208K | Buy |
2,524
+3
| +0.1% | +$247 | 0.03% | 469 |
|
|
2022
Q1 | $243K | Sell |
2,521
-441
| -15% | -$42.5K | 0.03% | 483 |
|
|
2021
Q4 | $254K | Sell |
2,962
-42
| -1% | -$3.6K | 0.03% | 514 |
|
|
2021
Q3 | $247K | Buy |
3,004
+46
| +2% | +$3.78K | 0.03% | 521 |
|
|
2021
Q2 | $245K | Buy |
+2,958
| New | +$245K | 0.03% | 508 |
|
|
2021
Q1 | – | Sell |
-3,467
| Closed | -$224K | – | 565 |
|
|
2020
Q4 | $224K | Buy |
+3,467
| New | +$224K | 0.03% | 445 |
|
|
2020
Q3 | – | Sell |
-5,133
| Closed | -$266K | – | 454 |
|
|
2020
Q2 | $266K | Sell |
5,133
-4,948
| -49% | -$256K | 0.05% | 318 |
|
|
2020
Q1 | $462K | Buy |
10,081
+438
| +5% | +$20.1K | 0.11% | 186 |
|
|
2019
Q4 | $789K | Buy |
9,643
+397
| +4% | +$32.5K | 0.15% | 156 |
|
|
2019
Q3 | $838K | Buy |
9,246
+2,106
| +29% | +$191K | 0.16% | 140 |
|
|
2019
Q2 | $582K | Sell |
7,140
-12
| -0.2% | -$978 | 0.12% | 168 |
|
|
2019
Q1 | $555K | Sell |
7,152
-480
| -6% | -$37.2K | 0.12% | 178 |
|
|
2018
Q4 | $530K | Sell |
7,632
-2,196
| -22% | -$153K | 0.13% | 164 |
|
|
2018
Q3 | $632K | Sell |
9,828
-376
| -4% | -$24.2K | 0.13% | 188 |
|
|
2018
Q2 | $640K | Sell |
10,204
-1,057
| -9% | -$66.3K | 0.14% | 174 |
|
|
2018
Q1 | $613K | Buy |
11,261
+151
| +1% | +$8.22K | 0.11% | 196 |
|
|
2017
Q4 | $709K | Sell |
11,110
-348
| -3% | -$22.2K | 0.16% | 159 |
|
|
2017
Q3 | $805K | Buy |
11,458
+365
| +3% | +$25.6K | 0.24% | 110 |
|
|
2017
Q2 | $830K | Buy |
11,093
+131
| +1% | +$9.8K | 0.24% | 127 |
|
|
2017
Q1 | $777K | Buy |
10,962
+291
| +3% | +$20.6K | 0.23% | 132 |
|
|
2016
Q4 | $714K | Sell |
10,671
-875
| -8% | -$58.5K | 0.22% | 139 |
|
|
2016
Q3 | $863K | Sell |
11,546
-462
| -4% | -$34.5K | 0.27% | 121 |
|
|
2016
Q2 | $915K | Buy |
12,008
+1,859
| +18% | +$142K | 0.29% | 114 |
|
|
2016
Q1 | $703K | Sell |
10,149
-1,430
| -12% | -$99.1K | 0.22% | 146 |
|
|
2015
Q4 | $787K | Buy |
+11,579
| New | +$787K | 0.23% | 138 |
|
|
2015
Q3 | – | Sell |
-11,831
| Closed | -$776K | – | 358 |
|
|
2015
Q2 | $776K | Buy |
11,831
+91
| +0.8% | +$5.97K | 0.21% | 141 |
|
|
2015
Q1 | $908K | Buy |
11,740
+2,730
| +30% | +$211K | 0.23% | 139 |
|
|
2014
Q4 | $682K | Buy |
9,010
+556
| +7% | +$42.1K | 0.24% | 98 |
|
|
2014
Q3 | $527K | Buy |
8,454
+1,440
| +21% | +$89.8K | 0.24% | 111 |
|
|
2014
Q2 | $440K | Buy |
7,014
+1,282
| +22% | +$80.4K | 0.21% | 123 |
|
|
2014
Q1 | $342K | Buy |
+5,732
| New | +$342K | 0.17% | 148 |
|