JPMorgan Chase & Co’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21B | Buy |
7,898,391
+149,724
| +2% | +$23M | 0.08% | 219 |
|
|
2025
Q1 | $1.19B | Sell |
7,748,667
-2,392,071
| -24% | -$366M | 0.09% | 210 |
|
|
2024
Q4 | $1.28B | Sell |
10,140,738
-2,591,848
| -20% | -$327M | 0.1% | 187 |
|
|
2024
Q3 | $1.63B | Sell |
12,732,586
-93,002
| -0.7% | -$11.9M | 0.12% | 166 |
|
|
2024
Q2 | $1.34B | Buy |
12,825,588
+6,116,535
| +91% | +$638M | 0.11% | 173 |
|
|
2024
Q1 | $627M | Buy |
6,709,053
+1,988,912
| +42% | +$186M | 0.05% | 310 |
|
|
2023
Q4 | $426M | Sell |
4,720,141
-839,472
| -15% | -$75.7M | 0.04% | 371 |
|
|
2023
Q3 | $455M | Sell |
5,559,613
-1,999,254
| -26% | -$164M | 0.05% | 315 |
|
|
2023
Q2 | $611M | Buy |
7,558,867
+2,535,194
| +50% | +$205M | 0.07% | 268 |
|
|
2023
Q1 | $360M | Buy |
5,023,673
+106,981
| +2% | +$7.67M | 0.04% | 352 |
|
|
2022
Q4 | $322M | Sell |
4,916,692
-244,200
| -5% | -$16M | 0.04% | 358 |
|
|
2022
Q3 | $332M | Sell |
5,160,892
-1,066,348
| -17% | -$68.6M | 0.05% | 340 |
|
|
2022
Q2 | $513M | Sell |
6,227,240
-309,929
| -5% | -$25.5M | 0.07% | 256 |
|
|
2022
Q1 | $628M | Buy |
6,537,169
+34,843
| +0.5% | +$3.35M | 0.08% | 239 |
|
|
2021
Q4 | $558M | Buy |
6,502,326
+1,383,663
| +27% | +$119M | 0.06% | 282 |
|
|
2021
Q3 | $422M | Sell |
5,118,663
-2,839,088
| -36% | -$234M | 0.05% | 334 |
|
|
2021
Q2 | $661M | Buy |
7,957,751
+503,573
| +7% | +$41.8M | 0.08% | 249 |
|
|
2021
Q1 | $534M | Buy |
7,454,178
+2,117,434
| +40% | +$152M | 0.07% | 268 |
|
|
2020
Q4 | $345M | Buy |
5,336,744
+954,935
| +22% | +$61.7M | 0.05% | 344 |
|
|
2020
Q3 | $239M | Sell |
4,381,809
-3,148,045
| -42% | -$172M | 0.04% | 398 |
|
|
2020
Q2 | $390M | Buy |
7,529,854
+4,888,736
| +185% | +$253M | 0.08% | 247 |
|
|
2020
Q1 | $121M | Sell |
2,641,118
-1,181,478
| -31% | -$54.1M | 0.03% | 489 |
|
|
2019
Q4 | $313M | Buy |
3,822,596
+578,779
| +18% | +$47.3M | 0.06% | 307 |
|
|
2019
Q3 | $294M | Buy |
3,243,817
+612,586
| +23% | +$55.5M | 0.06% | 314 |
|
|
2019
Q2 | $215M | Buy |
2,631,231
+481,000
| +22% | +$39.3M | 0.04% | 404 |
|
|
2019
Q1 | $167M | Sell |
2,150,231
-598,888
| -22% | -$46.5M | 0.03% | 458 |
|
|
2018
Q4 | $191M | Sell |
2,749,119
-738
| -0% | -$51.2K | 0.04% | 391 |
|
|
2018
Q3 | $177M | Sell |
2,749,857
-1,529,259
| -36% | -$98.4M | 0.03% | 461 |
|
|
2018
Q2 | $268M | Buy |
4,279,116
+740,074
| +21% | +$46.4M | 0.06% | 336 |
|
|
2018
Q1 | $193M | Buy |
3,539,042
+2,482,972
| +235% | +$135M | 0.04% | 412 |
|
|
2017
Q4 | $67.3M | Sell |
1,056,070
-293,270
| -22% | -$18.7M | 0.01% | 756 |
|
|
2017
Q3 | $95.2M | Buy |
1,349,340
+171,985
| +15% | +$12.1M | 0.02% | 603 |
|
|
2017
Q2 | $88.1M | Buy |
1,177,355
+252,591
| +27% | +$18.9M | 0.02% | 624 |
|
|
2017
Q1 | $65.5M | Sell |
924,764
-1,967,405
| -68% | -$139M | 0.02% | 741 |
|
|
2016
Q4 | $194M | Sell |
2,892,169
-1,074,255
| -27% | -$71.9M | 0.05% | 368 |
|
|
2016
Q3 | $297M | Buy |
3,966,424
+70,162
| +2% | +$5.25M | 0.07% | 268 |
|
|
2016
Q2 | $297M | Buy |
3,896,262
+254,682
| +7% | +$19.4M | 0.07% | 266 |
|
|
2016
Q1 | $253M | Sell |
3,641,580
-173,582
| -5% | -$12M | 0.06% | 301 |
|
|
2015
Q4 | $260M | Sell |
3,815,162
-805,631
| -17% | -$54.8M | 0.07% | 300 |
|
|
2015
Q3 | $313M | Sell |
4,620,793
-134,964
| -3% | -$9.14M | 0.08% | 253 |
|
|
2015
Q2 | $312M | Sell |
4,755,757
-2,533,434
| -35% | -$166M | 0.07% | 282 |
|
|
2015
Q1 | $564M | Buy |
7,289,191
+1,252,261
| +21% | +$96.9M | 0.13% | 175 |
|
|
2014
Q4 | $457M | Buy |
6,036,930
+1,293,163
| +27% | +$97.9M | 0.1% | 209 |
|
|
2014
Q3 | $296M | Sell |
4,743,767
-100,467
| -2% | -$6.27M | 0.07% | 291 |
|
|
2014
Q2 | $304M | Buy |
4,844,234
+1,299,696
| +37% | +$81.5M | 0.08% | 289 |
|
|
2014
Q1 | $211M | Buy |
3,544,538
+298,394
| +9% | +$17.8M | 0.06% | 347 |
|
|
2013
Q4 | $174M | Buy |
3,246,144
+318,572
| +11% | +$17.1M | 0.05% | 363 |
|
|
2013
Q3 | $183M | Sell |
2,927,572
-1,261,025
| -30% | -$78.7M | 0.05% | 347 |
|
|
2013
Q2 | $281M | Buy |
+4,188,597
| New | +$281M | 0.09% | 247 |
|