IFP Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
3,561
+1,117
| +46% | +$176K | 0.02% | 785 |
|
|
2025
Q1 | $374K | Buy |
2,444
+1,017
| +71% | +$156K | 0.01% | 878 |
|
|
2024
Q4 | $180K | Buy |
1,427
+546
| +62% | +$68.8K | 0.01% | 1170 |
|
|
2024
Q3 | $113K | Sell |
881
-67
| -7% | -$8.58K | ﹤0.01% | 1345 |
|
|
2024
Q2 | $98.8K | Sell |
948
-80
| -8% | -$8.34K | ﹤0.01% | 1376 |
|
|
2024
Q1 | $96K | Buy |
1,028
+94
| +10% | +$8.78K | ﹤0.01% | 1309 |
|
|
2023
Q4 | $84.3K | Sell |
934
-125
| -12% | -$11.3K | ﹤0.01% | 1321 |
|
|
2023
Q3 | $86.8K | Sell |
1,059
-274
| -21% | -$22.4K | ﹤0.01% | 1329 |
|
|
2023
Q2 | $108K | Sell |
1,333
-1,122
| -46% | -$90.7K | ﹤0.01% | 1285 |
|
|
2023
Q1 | $142K | Sell |
2,455
-3,254
| -57% | -$189K | 0.01% | 1085 |
|
|
2022
Q4 | $355K | Sell |
5,709
-875
| -13% | -$54.4K | 0.01% | 1061 |
|
|
2022
Q3 | $411K | Buy |
6,584
+125
| +2% | +$7.8K | 0.01% | 1019 |
|
|
2022
Q2 | $398K | Hold |
6,459
| – | – | 0.01% | 943 |
|
|
2022
Q1 | $398K | Buy |
6,459
+1,996
| +45% | +$123K | 0.01% | 943 |
|
|
2021
Q4 | $387K | Sell |
4,463
-889
| -17% | -$77.1K | 0.01% | 680 |
|
|
2021
Q3 | $444K | Sell |
5,352
-388
| -7% | -$32.2K | 0.01% | 603 |
|
|
2021
Q2 | $479K | Sell |
5,740
-14
| -0.2% | -$1.17K | 0.01% | 562 |
|
|
2021
Q1 | $408K | Buy |
5,754
+1,307
| +29% | +$92.7K | 0.01% | 584 |
|
|
2020
Q4 | $286K | Sell |
4,447
-888
| -17% | -$57.1K | 0.01% | 679 |
|
|
2020
Q3 | $294K | Sell |
5,335
-201
| -4% | -$11.1K | 0.02% | 579 |
|
|
2020
Q2 | $285K | Sell |
5,536
-1,353
| -20% | -$69.7K | 0.02% | 552 |
|
|
2020
Q1 | $349K | Sell |
6,889
-613
| -8% | -$31.1K | 0.04% | 421 |
|
|
2019
Q4 | $607K | Buy |
7,502
+2,885
| +62% | +$233K | 0.05% | 385 |
|
|
2019
Q3 | $417K | Buy |
+4,617
| New | +$417K | 0.03% | 536 |
|
|
2019
Q1 | $280K | Sell |
3,537
-19,379
| -85% | -$1.53M | 0.04% | 396 |
|
|
2018
Q4 | $1.59M | Sell |
22,916
-9,264
| -29% | -$643K | 0.1% | 228 |
|
|
2018
Q3 | $2.07M | Sell |
32,180
-2,344
| -7% | -$151K | 0.08% | 250 |
|
|
2018
Q2 | $2.16M | Sell |
34,524
-12,860
| -27% | -$806K | 0.09% | 234 |
|
|
2018
Q1 | $3.02M | Hold |
47,384
| – | – | 0.14% | 169 |
|
|
2017
Q4 | $3.02M | Sell |
47,384
-33,960
| -42% | -$2.17M | 0.14% | 168 |
|
|
2017
Q3 | $5.72M | Sell |
81,344
-1,342
| -2% | -$94.3K | 0.23% | 93 |
|
|
2017
Q2 | $6.19M | Buy |
82,686
+1,528
| +2% | +$114K | 0.26% | 79 |
|
|
2017
Q1 | $5.75M | Buy |
81,158
+2,128
| +3% | +$151K | 0.25% | 86 |
|
|
2016
Q4 | $5.29M | Buy |
79,030
+1,199
| +2% | +$80.2K | 0.26% | 80 |
|
|
2016
Q3 | $5.82M | Buy |
77,831
+696
| +0.9% | +$52K | 0.3% | 64 |
|
|
2016
Q2 | $5.88M | Buy |
77,135
+73,598
| +2,081% | +$5.61M | 0.33% | 59 |
|
|
2016
Q1 | $280K | Sell |
3,537
-55,327
| -94% | -$4.38M | 0.04% | 396 |
|
|
2015
Q4 | $4.01M | Buy |
+58,864
| New | +$4.01M | 0.27% | 79 |
|