M&T Bank’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
80,227
+302
| +0.4% | +$46.4K | 0.04% | 259 |
|
|
2025
Q1 | $12.2M | Buy |
79,925
+1,109
| +1% | +$170K | 0.04% | 257 |
|
|
2024
Q4 | $9.93M | Buy |
78,816
+958
| +1% | +$121K | 0.03% | 301 |
|
|
2024
Q3 | $9.97M | Buy |
77,858
+2,389
| +3% | +$306K | 0.03% | 308 |
|
|
2024
Q2 | $7.87M | Buy |
75,469
+5,658
| +8% | +$590K | 0.03% | 340 |
|
|
2024
Q1 | $6.52M | Buy |
69,811
+648
| +0.9% | +$60.6K | 0.02% | 380 |
|
|
2023
Q4 | $6.24M | Buy |
69,163
+2,523
| +4% | +$227K | 0.02% | 379 |
|
|
2023
Q3 | $5.46M | Buy |
66,640
+2,796
| +4% | +$229K | 0.02% | 392 |
|
|
2023
Q2 | $5.16M | Buy |
63,844
+2,400
| +4% | +$194K | 0.02% | 416 |
|
|
2023
Q1 | $4.4M | Buy |
61,444
+3,196
| +5% | +$229K | 0.02% | 444 |
|
|
2022
Q4 | $3.82M | Sell |
58,248
-3,590
| -6% | -$235K | 0.02% | 461 |
|
|
2022
Q3 | $3.98M | Sell |
61,838
-1,348
| -2% | -$86.7K | 0.02% | 433 |
|
|
2022
Q2 | $5.19M | Buy |
63,186
+15,639
| +33% | +$1.29M | 0.02% | 361 |
|
|
2022
Q1 | $4.57M | Buy |
47,547
+1,492
| +3% | +$143K | 0.02% | 384 |
|
|
2021
Q4 | $3.95M | Buy |
46,055
+6,637
| +17% | +$569K | 0.02% | 426 |
|
|
2021
Q3 | $3.25M | Buy |
39,418
+886
| +2% | +$73K | 0.01% | 454 |
|
|
2021
Q2 | $3.2M | Buy |
38,532
+4,639
| +14% | +$386K | 0.01% | 465 |
|
|
2021
Q1 | $2.43M | Sell |
33,893
-5,230
| -13% | -$375K | 0.01% | 515 |
|
|
2020
Q4 | $2.53M | Sell |
39,123
-7,560
| -16% | -$489K | 0.01% | 513 |
|
|
2020
Q3 | $2.57M | Sell |
46,683
-290
| -0.6% | -$16K | 0.01% | 467 |
|
|
2020
Q2 | $2.43M | Sell |
46,973
-3,779
| -7% | -$196K | 0.01% | 472 |
|
|
2020
Q1 | $2.32M | Buy |
50,752
+15,435
| +44% | +$706K | 0.01% | 484 |
|
|
2019
Q4 | $2.89M | Sell |
35,317
-1,032
| -3% | -$84.4K | 0.01% | 376 |
|
|
2019
Q3 | $3.3M | Sell |
36,349
-516
| -1% | -$46.8K | 0.02% | 414 |
|
|
2019
Q2 | $3.01M | Sell |
36,865
-21
| -0.1% | -$1.71K | 0.02% | 430 |
|
|
2019
Q1 | $2.86M | Sell |
36,886
-1,572
| -4% | -$122K | 0.02% | 440 |
|
|
2018
Q4 | $2.67M | Buy |
38,458
+2,850
| +8% | +$198K | 0.02% | 428 |
|
|
2018
Q3 | $2.29M | Sell |
35,608
-90
| -0.3% | -$5.79K | 0.01% | 514 |
|
|
2018
Q2 | $2.24M | Buy |
35,698
+556
| +2% | +$34.9K | 0.01% | 519 |
|
|
2018
Q1 | $1.92M | Buy |
35,142
+1,036
| +3% | +$56.5K | 0.01% | 552 |
|
|
2017
Q4 | $2.18M | Buy |
34,106
+983
| +3% | +$62.7K | 0.01% | 523 |
|
|
2017
Q3 | $2.33M | Buy |
33,123
+1,423
| +4% | +$100K | 0.01% | 507 |
|
|
2017
Q2 | $2.37M | Sell |
31,700
-24,089
| -43% | -$1.8M | 0.01% | 489 |
|
|
2017
Q1 | $3.95M | Sell |
55,789
-21,437
| -28% | -$1.52M | 0.02% | 367 |
|
|
2016
Q4 | $5.17M | Sell |
77,226
-16,117
| -17% | -$1.08M | 0.03% | 317 |
|
|
2016
Q3 | $6.98M | Buy |
93,343
+3,146
| +3% | +$235K | 0.04% | 262 |
|
|
2016
Q2 | $6.87M | Sell |
90,197
-1,859
| -2% | -$142K | 0.05% | 274 |
|
|
2016
Q1 | $6.38M | Sell |
92,056
-3,448
| -4% | -$239K | 0.04% | 287 |
|
|
2015
Q4 | $6.5M | Sell |
95,504
-6,930
| -7% | -$471K | 0.04% | 285 |
|
|
2015
Q3 | $6.94M | Buy |
102,434
+11,918
| +13% | +$807K | 0.05% | 261 |
|
|
2015
Q2 | $5.94M | Buy |
90,516
+7,132
| +9% | +$468K | 0.04% | 317 |
|
|
2015
Q1 | $6.45M | Buy |
83,384
+1,230
| +1% | +$95.1K | 0.04% | 318 |
|
|
2014
Q4 | $6.22M | Buy |
82,154
+5,695
| +7% | +$431K | 0.04% | 330 |
|
|
2014
Q3 | $4.77M | Buy |
76,459
+72,991
| +2,105% | +$4.55M | 0.03% | 396 |
|
|
2014
Q2 | $217K | Buy |
3,468
+154
| +5% | +$9.64K | 0.01% | 496 |
|
|
2014
Q1 | $198K | Buy |
3,314
+265
| +9% | +$15.8K | 0.01% | 503 |
|
|
2013
Q4 | $164K | Buy |
3,049
+508
| +20% | +$27.3K | 0.01% | 503 |
|
|
2013
Q3 | $158K | Buy |
2,541
+14
| +0.6% | +$871 | 0.01% | 435 |
|
|
2013
Q2 | $169K | Buy |
+2,527
| New | +$169K | 0.01% | 416 |
|