LPL Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.3M | Buy |
287,887
+29,835
| +12% | +$4.59M | 0.01% | 822 |
|
|
2025
Q1 | $39.5M | Buy |
258,052
+9,678
| +4% | +$1.48M | 0.02% | 791 |
|
|
2024
Q4 | $31.3M | Buy |
248,374
+32,184
| +15% | +$4.06M | 0.01% | 857 |
|
|
2024
Q3 | $27.7M | Buy |
216,190
+10,516
| +5% | +$1.35M | 0.01% | 875 |
|
|
2024
Q2 | $21.4M | Buy |
205,674
+28,407
| +16% | +$2.96M | 0.01% | 931 |
|
|
2024
Q1 | $16.6M | Buy |
177,267
+10,413
| +6% | +$973K | 0.01% | 1028 |
|
|
2023
Q4 | $15M | Buy |
166,854
+14,612
| +10% | +$1.32M | 0.01% | 1005 |
|
|
2023
Q3 | $12.5M | Sell |
152,242
-3,280
| -2% | -$269K | 0.01% | 1037 |
|
|
2023
Q2 | $12.6M | Buy |
155,522
+4,773
| +3% | +$386K | 0.01% | 1011 |
|
|
2023
Q1 | $10.8M | Sell |
150,749
-12,573
| -8% | -$901K | 0.01% | 1044 |
|
|
2022
Q4 | $10.7M | Sell |
163,322
-2,490
| -2% | -$163K | 0.01% | 987 |
|
|
2022
Q3 | $10.7M | Buy |
165,812
+2,622
| +2% | +$169K | 0.01% | 916 |
|
|
2022
Q2 | $13.4M | Buy |
163,190
+18,774
| +13% | +$1.55M | 0.01% | 817 |
|
|
2022
Q1 | $13.9M | Buy |
144,416
+12,598
| +10% | +$1.21M | 0.01% | 816 |
|
|
2021
Q4 | $11.3M | Buy |
131,818
+8,564
| +7% | +$735K | 0.01% | 950 |
|
|
2021
Q3 | $10.2M | Buy |
123,254
+3,287
| +3% | +$271K | 0.01% | 956 |
|
|
2021
Q2 | $9.97M | Buy |
119,967
+3,003
| +3% | +$250K | 0.01% | 907 |
|
|
2021
Q1 | $8.38M | Buy |
116,964
+15,138
| +15% | +$1.08M | 0.01% | 924 |
|
|
2020
Q4 | $6.58M | Buy |
101,826
+8,547
| +9% | +$552K | 0.01% | 962 |
|
|
2020
Q3 | $5.14M | Sell |
93,279
-3,077
| -3% | -$170K | 0.01% | 938 |
|
|
2020
Q2 | $4.99M | Sell |
96,356
-196,864
| -67% | -$10.2M | 0.01% | 878 |
|
|
2020
Q1 | $13.4M | Buy |
293,220
+24,711
| +9% | +$1.13M | 0.03% | 413 |
|
|
2019
Q4 | $22M | Buy |
268,509
+11,538
| +4% | +$944K | 0.04% | 336 |
|
|
2019
Q3 | $23.3M | Sell |
256,971
-506
| -0.2% | -$45.9K | 0.05% | 296 |
|
|
2019
Q2 | $21M | Buy |
257,477
+19,211
| +8% | +$1.57M | 0.04% | 312 |
|
|
2019
Q1 | $18.5M | Buy |
238,266
+11,469
| +5% | +$890K | 0.04% | 327 |
|
|
2018
Q4 | $15.7M | Buy |
226,797
+9,058
| +4% | +$629K | 0.04% | 324 |
|
|
2018
Q3 | $14M | Sell |
217,739
-8,774
| -4% | -$564K | 0.03% | 385 |
|
|
2018
Q2 | $14.2M | Buy |
226,513
+5,065
| +2% | +$318K | 0.04% | 353 |
|
|
2018
Q1 | $12.1M | Buy |
221,448
+117,234
| +112% | +$6.38M | 0.03% | 404 |
|
|
2017
Q4 | $6.65M | Buy |
104,214
+14,330
| +16% | +$914K | 0.02% | 544 |
|
|
2017
Q3 | $6.32M | Sell |
89,884
-584
| -0.6% | -$41K | 0.02% | 515 |
|
|
2017
Q2 | $6.77M | Sell |
90,468
-1,853
| -2% | -$139K | 0.03% | 462 |
|
|
2017
Q1 | $6.57M | Buy |
92,321
+8,250
| +10% | +$587K | 0.04% | 347 |
|
|
2016
Q4 | $5.57M | Buy |
84,071
+9,258
| +12% | +$613K | 0.04% | 370 |
|
|
2016
Q3 | $5.4M | Buy |
74,813
+9,598
| +15% | +$693K | 0.05% | 352 |
|
|
2016
Q2 | $4.98M | Sell |
65,215
-82,773
| -56% | -$6.32M | 0.04% | 376 |
|
|
2016
Q1 | $10.3M | Buy |
147,988
+5,019
| +4% | +$348K | 0.03% | 426 |
|
|
2015
Q4 | $10M | Buy |
142,969
+67,631
| +90% | +$4.73M | 0.03% | 445 |
|
|
2015
Q3 | $5.2M | Buy |
75,338
+3,121
| +4% | +$215K | 0.03% | 447 |
|
|
2015
Q2 | $4.8M | Buy |
72,217
+5,176
| +8% | +$344K | 0.02% | 531 |
|
|
2015
Q1 | $5.18M | Sell |
67,041
-5,249
| -7% | -$405K | 0.03% | 501 |
|
|
2014
Q4 | $5.47M | Buy |
72,290
+9,347
| +15% | +$707K | 0.03% | 451 |
|
|
2014
Q3 | $3.95M | Buy |
62,943
+6,376
| +11% | +$400K | 0.02% | 555 |
|
|
2014
Q2 | $3.55M | Sell |
56,567
-10,424
| -16% | -$653K | 0.02% | 606 |
|
|
2014
Q1 | $3.99M | Sell |
66,991
-30,558
| -31% | -$1.82M | 0.02% | 526 |
|
|
2013
Q4 | $5.23M | Buy |
97,549
+9,833
| +11% | +$527K | 0.03% | 429 |
|
|
2013
Q3 | $5.56M | Buy |
87,716
+7,585
| +9% | +$481K | 0.04% | 383 |
|
|
2013
Q2 | $5.37M | Buy |
+80,131
| New | +$5.37M | 0.04% | 356 |
|