KBC Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131M | Buy |
848,919
+406,389
| +92% | +$62.5M | 0.35% | 53 |
|
|
2025
Q1 | $67.8M | Buy |
442,530
+45,754
| +12% | +$7.01M | 0.21% | 118 |
|
|
2024
Q4 | $50M | Buy |
396,776
+174,771
| +79% | +$22M | 0.14% | 144 |
|
|
2024
Q3 | $28.4M | Buy |
222,005
+183,200
| +472% | +$23.5M | 0.09% | 220 |
|
|
2024
Q2 | $4.05M | Buy |
38,805
+4,065
| +12% | +$424K | 0.01% | 463 |
|
|
2024
Q1 | $3.25M | Buy |
34,740
+3,829
| +12% | +$358K | 0.01% | 520 |
|
|
2023
Q4 | $2.79M | Sell |
30,911
-1,723
| -5% | -$155K | 0.01% | 559 |
|
|
2023
Q3 | $2.67M | Buy |
32,634
+414
| +1% | +$33.9K | 0.01% | 543 |
|
|
2023
Q2 | $2.61M | Sell |
32,220
-3,412
| -10% | -$276K | 0.01% | 563 |
|
|
2023
Q1 | $2.55M | Sell |
35,632
-40,003
| -53% | -$2.87M | 0.01% | 610 |
|
|
2022
Q4 | $4.96M | Buy |
75,635
+5,365
| +8% | +$352K | 0.02% | 429 |
|
|
2022
Q3 | $4.52M | Sell |
70,270
-46,837
| -40% | -$3.01M | 0.02% | 405 |
|
|
2022
Q2 | $9.64M | Buy |
117,107
+2,130
| +2% | +$175K | 0.05% | 303 |
|
|
2022
Q1 | $11.1M | Buy |
114,977
+1,355
| +1% | +$130K | 0.04% | 311 |
|
|
2021
Q4 | $9.75M | Sell |
113,622
-16,871
| -13% | -$1.45M | 0.03% | 348 |
|
|
2021
Q3 | $10.8M | Sell |
130,493
-213,943
| -62% | -$17.6M | 0.04% | 348 |
|
|
2021
Q2 | $28.6M | Sell |
344,436
-112,636
| -25% | -$9.36M | 0.05% | 311 |
|
|
2021
Q1 | $32.7M | Buy |
457,072
+101,976
| +29% | +$7.3M | 0.07% | 291 |
|
|
2020
Q4 | $122M | Sell |
355,096
-18,040
| -5% | -$6.18M | 0.05% | 318 |
|
|
2020
Q3 | $20.6M | Sell |
373,136
-13,224
| -3% | -$729K | 0.06% | 290 |
|
|
2020
Q2 | $20M | Buy |
386,360
+140,098
| +57% | +$7.25M | 0.07% | 259 |
|
|
2020
Q1 | $11.3M | Sell |
246,262
-101,478
| -29% | -$4.65M | 0.09% | 223 |
|
|
2019
Q4 | $28.4M | Sell |
347,740
-34,803
| -9% | -$2.85M | 0.18% | 139 |
|
|
2019
Q3 | $34.7M | Buy |
382,543
+38,245
| +11% | +$3.47M | 0.25% | 90 |
|
|
2019
Q2 | $28.1M | Buy |
344,298
+84,262
| +32% | +$6.87M | 0.22% | 115 |
|
|
2019
Q1 | $20.2M | Buy |
260,036
+161,350
| +163% | +$12.5M | 0.17% | 155 |
|
|
2018
Q4 | $6.85M | Buy |
98,686
+9,062
| +10% | +$629K | 0.08% | 284 |
|
|
2018
Q3 | $5.76M | Buy |
89,624
+7,048
| +9% | +$453K | 0.04% | 401 |
|
|
2018
Q2 | $5.18M | Buy |
82,576
+954
| +1% | +$59.8K | 0.05% | 395 |
|
|
2018
Q1 | $4.44M | Sell |
81,622
-2,573
| -3% | -$140K | 0.04% | 406 |
|
|
2017
Q4 | $5.37M | Sell |
84,195
-21,779
| -21% | -$1.39M | 0.05% | 392 |
|
|
2017
Q3 | $7.45M | Buy |
105,974
+16,980
| +19% | +$1.19M | 0.07% | 323 |
|
|
2017
Q2 | $6.66M | Sell |
88,994
-151,450
| -63% | -$11.3M | 0.06% | 317 |
|
|
2017
Q1 | $17M | Sell |
240,444
-87,298
| -27% | -$6.18M | 0.15% | 161 |
|
|
2016
Q4 | $21.9M | Buy |
327,742
+117,623
| +56% | +$7.87M | 0.22% | 113 |
|
|
2016
Q3 | $15.7M | Buy |
210,119
+23,533
| +13% | +$1.76M | 0.19% | 134 |
|
|
2016
Q2 | $14.2M | Buy |
186,586
+80,150
| +75% | +$6.1M | 0.2% | 131 |
|
|
2016
Q1 | $7.38M | Buy |
106,436
+71,453
| +204% | +$4.96M | 0.12% | 214 |
|
|
2015
Q4 | $2.38M | Sell |
34,983
-66,753
| -66% | -$4.54M | 0.04% | 433 |
|
|
2015
Q3 | $6.89M | Buy |
101,736
+14,065
| +16% | +$953K | 0.14% | 186 |
|
|
2015
Q2 | $5.75M | Buy |
87,671
+59,996
| +217% | +$3.94M | 0.07% | 302 |
|
|
2015
Q1 | $2.14M | Sell |
27,675
-121,325
| -81% | -$9.39M | 0.03% | 520 |
|
|
2014
Q4 | $11.3M | Buy |
149,000
+140,679
| +1,691% | +$10.6M | 0.13% | 180 |
|
|
2014
Q3 | $519K | Sell |
8,321
-110,448
| -93% | -$6.89M | 0.02% | 732 |
|
|
2014
Q2 | $7.44M | Buy |
118,769
+32,233
| +37% | +$2.02M | 0.09% | 294 |
|
|
2014
Q1 | $5.16M | Sell |
86,536
-11,317
| -12% | -$675K | 0.08% | 291 |
|
|
2013
Q4 | $5.24M | Buy |
97,853
+3,069
| +3% | +$164K | 0.08% | 305 |
|
|
2013
Q3 | $5.91M | Sell |
94,784
-10,059
| -10% | -$628K | 0.1% | 272 |
|
|
2013
Q2 | $7.03M | Buy |
+104,843
| New | +$7.03M | 0.13% | 200 |
|