IFM Investors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.4M | Sell |
230,367
-10,675
| -4% | -$1.64M | 0.34% | 51 |
|
|
2025
Q1 | $36.9M | Sell |
241,042
-16,722
| -6% | -$2.56M | 0.4% | 40 |
|
|
2024
Q4 | $32.5M | Sell |
257,764
-6,604
| -2% | -$832K | 0.33% | 55 |
|
|
2024
Q3 | $33.8M | Buy |
264,368
+9,797
| +4% | +$1.25M | 0.32% | 57 |
|
|
2024
Q2 | $26.5M | Buy |
254,571
+146,828
| +136% | +$15.3M | 0.27% | 70 |
|
|
2024
Q1 | $10.1M | Buy |
107,743
+7,257
| +7% | +$678K | 0.11% | 183 |
|
|
2023
Q4 | $9.06M | Buy |
100,486
+1,942
| +2% | +$175K | 0.11% | 184 |
|
|
2023
Q3 | $8.07M | Buy |
98,544
+3,393
| +4% | +$278K | 0.11% | 193 |
|
|
2023
Q2 | $7.7M | Buy |
95,151
+12,714
| +15% | +$1.03M | 0.1% | 204 |
|
|
2023
Q1 | $5.91M | Buy |
82,437
+5,733
| +7% | +$411K | 0.09% | 246 |
|
|
2022
Q4 | $5.03M | Buy |
76,704
+378
| +0.5% | +$24.8K | 0.08% | 269 |
|
|
2022
Q3 | $4.91M | Buy |
76,326
+2,027
| +3% | +$130K | 0.09% | 246 |
|
|
2022
Q2 | $6.12M | Buy |
74,299
+4,495
| +6% | +$370K | 0.11% | 199 |
|
|
2022
Q1 | $6.71M | Buy |
69,804
+15,432
| +28% | +$1.48M | 0.1% | 202 |
|
|
2021
Q4 | $4.66M | Sell |
54,372
-823
| -1% | -$70.6K | 0.09% | 234 |
|
|
2021
Q3 | $4.55M | Buy |
55,195
+299
| +0.5% | +$24.6K | 0.09% | 214 |
|
|
2021
Q2 | $4.56M | Buy |
54,896
+8,200
| +18% | +$681K | 0.09% | 222 |
|
|
2021
Q1 | $3.35M | Buy |
46,696
+6,151
| +15% | +$441K | 0.09% | 237 |
|
|
2020
Q4 | $2.62M | Buy |
40,545
+6,323
| +18% | +$409K | 0.08% | 250 |
|
|
2020
Q3 | $1.89M | Buy |
34,222
+3,708
| +12% | +$204K | 0.08% | 252 |
|
|
2020
Q2 | $1.58M | Sell |
30,514
-9,657
| -24% | -$500K | 0.08% | 252 |
|
|
2020
Q1 | $1.9M | Sell |
40,171
-1,441
| -3% | -$68K | 0.08% | 234 |
|
|
2019
Q4 | $3.4M | Sell |
41,612
-1,944
| -4% | -$159K | 0.12% | 175 |
|
|
2019
Q3 | $3.95M | Buy |
43,556
+16,049
| +58% | +$1.45M | 0.15% | 156 |
|
|
2019
Q2 | $2.24M | Buy |
27,507
+2,226
| +9% | +$182K | 0.13% | 174 |
|
|
2019
Q1 | $1.96M | Buy |
25,281
+3,932
| +18% | +$305K | 0.13% | 173 |
|
|
2018
Q4 | $1.48M | Buy |
21,349
+2,063
| +11% | +$143K | 0.12% | 176 |
|
|
2018
Q3 | $1.24M | Buy |
19,286
+2,498
| +15% | +$161K | 0.09% | 220 |
|
|
2018
Q2 | $1.05M | Buy |
16,788
+5,530
| +49% | +$347K | 0.1% | 216 |
|
|
2018
Q1 | $613K | Buy |
11,258
+874
| +8% | +$47.6K | 0.09% | 249 |
|
|
2017
Q4 | $662K | Buy |
10,384
+41
| +0.4% | +$2.61K | 0.1% | 220 |
|
|
2017
Q3 | $727K | Buy |
10,343
+336
| +3% | +$23.6K | 0.12% | 182 |
|
|
2017
Q2 | $749K | Buy |
10,007
+2,618
| +35% | +$196K | 0.13% | 177 |
|
|
2017
Q1 | $523K | Buy |
7,389
+2,808
| +61% | +$199K | 0.13% | 189 |
|
|
2016
Q4 | $307K | Buy |
+4,581
| New | +$307K | 0.14% | 182 |
|