Lido Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.86M | Sell |
49,880
-21,675
| -30% | -$4.28M | 0.03% | 320 |
|
|
2025
Q4 | $13M | Buy |
71,555
+1,129
| +2% | +$211K | 0.04% | 281 |
|
|
2025
Q3 | $12.5M | Buy |
70,426
+28,007
| +66% | +$4.6M | 0.04% | 273 |
|
|
2025
Q2 | $6.52M | Sell |
42,419
-50,336
| -54% | -$7.52M | 0.03% | 317 |
|
|
2025
Q1 | $14.2M | Buy |
92,755
+22,636
| +32% | +$3.23M | 0.06% | 185 |
|
|
2024
Q4 | $8.84M | Buy |
70,119
+59,136
| +538% | +$7.76M | 0.04% | 235 |
|
|
2024
Q3 | $1.41M | Buy |
10,983
+698
| +7% | +$81.4K | 0.01% | 582 |
|
|
2024
Q2 | $1.07M | Buy |
10,285
+953
| +10% | +$93.4K | 0.01% | 639 |
|
|
2024
Q1 | $872K | Buy |
9,332
+23
| +0.2% | +$2.08K | 0.01% | 714 |
|
|
2023
Q4 | $839K | Sell |
9,309
-1,294
| -12% | -$112K | 0.01% | 679 |
|
|
2023
Q3 | $869K | Buy |
10,603
+484
| +5% | +$39.8K | 0.01% | 581 |
|
|
2023
Q2 | $819K | Buy |
10,119
+134
| +1% | +$10.3K | 0.01% | 589 |
|
|
2023
Q1 | $716K | Buy |
9,985
+2,264
| +29% | +$164K | 0.01% | 561 |
|
|
2022
Q4 | $506K | Buy |
7,721
+618
| +9% | +$39.7K | 0.01% | 582 |
|
|
2022
Q3 | $456K | Sell |
7,103
-476
| -6% | -$37.2K | 0.01% | 579 |
|
|
2022
Q2 | $624K | Buy |
7,579
+424
| +6% | +$37.7K | 0.01% | 474 |
|
|
2022
Q1 | $687K | Buy |
7,155
+137
| +2% | +$11.9K | 0.01% | 495 |
|
|
2021
Q4 | $601K | Sell |
7,018
-677
| -9% | -$56.4K | 0.01% | 556 |
|
|
2021
Q3 | $634K | Buy |
7,695
+1,180
| +18% | +$101K | 0.01% | 512 |
|
|
2021
Q2 | $541K | Buy |
6,515
+235
| +4% | +$18K | 0.01% | 523 |
|
|
2021
Q1 | $450K | Buy |
6,280
+175
| +3% | +$11.8K | 0.01% | 534 |
|
|
2020
Q4 | $394K | Sell |
6,105
-618
| -9% | -$37.5K | 0.01% | 543 |
|
|
2020
Q3 | $370K | Buy |
6,723
+143
| +2% | +$7.85K | 0.01% | 439 |
|
|
2020
Q2 | $341K | Sell |
6,580
-11,085
| -63% | -$545K | 0.01% | 421 |
|
|
2020
Q1 | $809K | Buy |
17,665
+1,049
| +6% | +$77.4K | 0.03% | 261 |
|
|
2019
Q4 | $1.36M | Buy |
16,616
+1,168
| +8% | +$100K | 0.05% | 215 |
|
|
2019
Q3 | $1.4M | Buy |
15,448
+642
| +4% | +$55.9K | 0.07% | 164 |
|
|
2019
Q2 | $1.21M | Sell |
14,806
-19
| -0.1% | -$1.49K | 0.07% | 153 |
|
|
2019
Q1 | $1.15M | Buy |
14,825
+4,405
| +42% | +$330K | 0.07% | 161 |
|
|
2018
Q4 | $723K | Sell |
10,420
-4,439
| -30% | -$302K | 0.07% | 171 |
|
|
2018
Q3 | $955K | Buy |
14,859
+5,857
| +65% | +$378K | 0.09% | 130 |
|
|
2018
Q2 | $564K | Buy |
9,002
+612
| +7% | +$34.1K | 0.06% | 178 |
|
|
2018
Q1 | $456K | Buy |
+8,390
| New | +$474K | 0.06% | 205 |
|
Other funds holding WELL
VCM
VPM
Lido Advisors's WELL Position: Q1 2026 in Review
Lido Advisors reduced its Welltower (WELL) stake by 30% in Q1 2026, selling an estimated $4.28M and leaving 49,880 shares worth $9.86M. The position accounts for 0.03% of the portfolio, ranked #320.
Lido Advisors first reported a position in WELL in Q1 2018 and has held it in 33 quarters since. The position peaked at $14.2M in Q1 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Lido Advisors held 49,880 shares of Welltower worth $9.86M as of Q1 2026.
- Lido Advisors sold 21,675 Welltower shares in Q1 2026, an estimated $4.28M.
- Welltower made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #320 holding.
- Lido Advisors first reported a position in Welltower in Q1 2018 and has held it in 33 quarters since.
- Lido Advisors's Welltower position peaked at $14.2M in Q1 2025.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.