Janney Montgomery Scott’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
77,186
+1,705
| +2% | +$262K | 0.03% | 492 |
|
|
2025
Q1 | $11.6M | Buy |
75,481
+9,495
| +14% | +$1.45M | 0.03% | 485 |
|
|
2024
Q4 | $8.32M | Sell |
65,986
-816
| -1% | -$103K | 0.02% | 597 |
|
|
2024
Q3 | $8.55M | Buy |
66,802
+12,599
| +23% | +$1.61M | 0.02% | 584 |
|
|
2024
Q2 | $5.65M | Sell |
54,203
-463
| -0.8% | -$48.3K | 0.02% | 684 |
|
|
2024
Q1 | $5.11M | Buy |
54,666
+3,035
| +6% | +$284K | 0.02% | 758 |
|
|
2023
Q4 | $4.66M | Buy |
51,631
+196
| +0.4% | +$17.7K | 0.02% | 761 |
|
|
2023
Q3 | $4.21M | Sell |
51,435
-2,218
| -4% | -$182K | 0.02% | 732 |
|
|
2023
Q2 | $4.34M | Buy |
53,653
+1,490
| +3% | +$121K | 0.02% | 750 |
|
|
2023
Q1 | $3.74M | Sell |
52,163
-92
| -0.2% | -$6.6K | 0.02% | 723 |
|
|
2022
Q4 | $3.43M | Buy |
52,255
+53
| +0.1% | +$3.47K | 0.01% | 801 |
|
|
2022
Q3 | $3.36M | Buy |
52,202
+46
| +0.1% | +$2.96K | 0.01% | 761 |
|
|
2022
Q2 | $4.32M | Sell |
52,156
-2,822
| -5% | -$234K | 0.02% | 641 |
|
|
2022
Q1 | $5.29M | Sell |
54,978
-121,479
| -69% | -$11.7M | 0.02% | 585 |
|
|
2021
Q4 | $15.1M | Buy |
176,457
+4,394
| +3% | +$377K | 0.06% | 291 |
|
|
2021
Q3 | $14.2M | Sell |
172,063
-19,911
| -10% | -$1.64M | 0.06% | 285 |
|
|
2021
Q2 | $16M | Buy |
191,974
+4,531
| +2% | +$377K | 0.07% | 255 |
|
|
2021
Q1 | $13.4M | Sell |
187,443
-1,617
| -0.9% | -$116K | 0.07% | 268 |
|
|
2020
Q4 | $12.2M | Sell |
189,060
-32,570
| -15% | -$2.1M | 0.06% | 290 |
|
|
2020
Q3 | $12.2M | Buy |
221,630
+12,700
| +6% | +$700K | 0.07% | 261 |
|
|
2020
Q2 | $10.8M | Sell |
208,930
-41,397
| -17% | -$2.14M | 0.07% | 263 |
|
|
2020
Q1 | $11.5M | Sell |
250,327
-3,760
| -1% | -$172K | 0.09% | 228 |
|
|
2019
Q4 | $20.8M | Buy |
254,087
+4,898
| +2% | +$401K | 0.14% | 176 |
|
|
2019
Q3 | $22.6M | Sell |
249,189
-41,167
| -14% | -$3.73M | 0.16% | 149 |
|
|
2019
Q2 | $23.7M | Sell |
290,356
-2,436
| -0.8% | -$199K | 0.18% | 133 |
|
|
2019
Q1 | $22.7M | Sell |
292,792
-26,242
| -8% | -$2.04M | 0.19% | 129 |
|
|
2018
Q4 | $22.1M | Buy |
319,034
+2,693
| +0.9% | +$187K | 0.21% | 111 |
|
|
2018
Q3 | $20.3M | Buy |
316,341
+5,434
| +2% | +$350K | 0.18% | 128 |
|
|
2018
Q2 | $19.5M | Buy |
310,907
+34,657
| +13% | +$2.17M | 0.19% | 119 |
|
|
2018
Q1 | $15M | Buy |
276,250
+15,739
| +6% | +$857K | 0.15% | 153 |
|
|
2017
Q4 | $16.6M | Buy |
260,511
+18,626
| +8% | +$1.19M | 0.17% | 130 |
|
|
2017
Q3 | $17M | Buy |
241,885
+9,840
| +4% | +$692K | 0.19% | 118 |
|
|
2017
Q2 | $17.4M | Buy |
232,045
+9,091
| +4% | +$680K | 0.22% | 106 |
|
|
2017
Q1 | $15.8M | Buy |
222,954
+15,575
| +8% | +$1.1M | 0.21% | 110 |
|
|
2016
Q4 | $13.9M | Buy |
207,379
+74,002
| +55% | +$4.95M | 0.21% | 110 |
|
|
2016
Q3 | $9.97M | Buy |
+133,377
| New | +$9.97M | 0.18% | 134 |
|
|
2016
Q2 | – | Sell |
-49,234
| Closed | -$3.41M | – | 1174 |
|
|
2016
Q1 | $3.41M | Sell |
49,234
-14,549
| -23% | -$1.01M | 0.09% | 223 |
|
|
2015
Q4 | $4.34M | Buy |
63,783
+12,028
| +23% | +$818K | 0.11% | 200 |
|
|
2015
Q3 | $3.51M | Sell |
51,755
-32,991
| -39% | -$2.23M | 0.1% | 234 |
|
|
2015
Q2 | $5.27M | Buy |
84,746
+22,262
| +36% | +$1.38M | 0.11% | 235 |
|
|
2015
Q1 | $4.83M | Buy |
62,484
+294
| +0.5% | +$22.7K | 0.09% | 275 |
|
|
2014
Q4 | $4.71M | Buy |
62,190
+4,218
| +7% | +$319K | 0.09% | 256 |
|
|
2014
Q3 | $3.62M | Buy |
57,972
+4,770
| +9% | +$298K | 0.08% | 329 |
|
|
2014
Q2 | $3.33M | Buy |
53,202
+4,050
| +8% | +$254K | 0.07% | 344 |
|
|
2014
Q1 | $2.93M | Buy |
49,152
+5,534
| +13% | +$330K | 0.07% | 345 |
|
|
2013
Q4 | $2.34M | Buy |
43,618
+15,531
| +55% | +$832K | 0.06% | 377 |
|
|
2013
Q3 | $1.75M | Buy |
28,087
+16,101
| +134% | +$1M | 0.05% | 426 |
|
|
2013
Q2 | $803K | Buy |
+11,986
| New | +$803K | 0.08% | 285 |
|