Metropolitan Life Insurance Company (MetLife)’s Welltower WELL Stock Holding History

Metropolitan Life Insurance Company (MetLife)’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-39,413	Closed	-$3.68M	–	2090
2024 Q1	$3.68M	Sell	39,413 -60	-0.2%	-$5.43K	0.16%	116
2023 Q4	$3.56M	Buy	39,473 +2,081	+6%	+$181K	0.17%	115
2023 Q3	$3.06M	Buy	37,392 +550	+1%	+$45.2K	0.16%	115
2023 Q2	$2.98M	Buy	36,842 +1,138	+3%	+$87.7K	0.15%	124
2023 Q1	$2.56M	Sell	35,704 -6,254	-15%	-$454K	0.13%	141
2022 Q4	$2.75M	Sell	41,958 -41	-0.1%	-$2.64K	0.12%	162
2022 Q3	$2.7M	Sell	41,999 -5,466	-12%	-$427K	0.13%	153
2022 Q2	$3.91M	Sell	47,465 -4,900	-9%	-$436K	0.17%	118
2022 Q1	$5.03M	Sell	52,365 -26,096	-33%	-$2.27M	0.18%	109
2021 Q4	$6.73M	Buy	78,461 +618	+0.8%	+$51.5K	0.09%	175
2021 Q3	$6.41M	Buy	77,843 +470	+0.6%	+$40.4K	0.09%	171
2021 Q2	$6.43M	Sell	77,373 -16,984	-18%	-$1.3M	0.09%	173
2021 Q1	$6.76M	Sell	94,357 -10,587	-10%	-$711K	0.1%	160
2020 Q4	$6.78M	Sell	104,944 -3,365	-3%	-$204K	0.1%	157
2020 Q3	$5.97M	Sell	108,309 -2,584	-2%	-$142K	0.1%	158
2020 Q2	$5.74M	Buy	110,893 +15,849	+17%	+$779K	0.1%	159
2020 Q1	$4.35M	Sell	95,044 -103	-0.1%	-$7.6K	0.09%	182
2019 Q4	$7.78M	Buy	95,147 +15,482	+19%	+$1.33M	0.12%	146
2019 Q3	$7.22M	Sell	79,665 -715	-0.9%	-$62.2K	0.12%	146
2019 Q2	$6.55M	Buy	80,380 +7,668	+11%	+$603K	0.11%	164
2019 Q1	$5.64M	Sell	72,712 -677	-0.9%	-$50.8K	0.1%	171
2018 Q4	$5.09M	Sell	73,389 -1,291	-2%	-$87.8K	0.1%	167
2018 Q3	$4.8M	Sell	74,680 -1,592	-2%	-$103K	0.08%	205
2018 Q2	$4.78M	Sell	76,272 -1,380	-2%	-$76.9K	0.08%	217
2018 Q1	$4.23M	Buy	77,652 +404	+0.5%	+$22.8K	0.06%	245
2017 Q4	$4.93M	Sell	77,248 -116,648	-60%	-$7.83M	0.07%	219
2017 Q3	$13.6M	Sell	193,896 -1,450	-0.7%	-$105K	0.09%	201
2017 Q2	$14.6M	Sell	195,346 -2,703	-1%	-$198K	0.1%	187
2017 Q1	$14M	Sell	198,049 -2,883	-1%	-$195K	0.1%	196
2016 Q4	$13.4M	Sell	200,932 -2,107	-1%	-$140K	0.1%	199
2016 Q3	$15.2M	Sell	203,039 -873	-0.4%	-$66.8K	0.11%	173
2016 Q2	$15.5M	Sell	203,912 -7,956	-4%	-$565K	0.12%	164
2016 Q1	$14.7M	Sell	211,868 -2,556	-1%	-$165K	0.11%	170
2015 Q4	$14.6M	Buy	+214,424	New	+$14M	0.11%	174
2015 Q3	–	Sell	-218,799	Closed	-$14.4M	–	2700
2015 Q2	$14.4M	Sell	218,799 -27,038	-11%	-$1.94M	0.1%	192
2015 Q1	$19M	Buy	245,837 +12,340	+5%	+$971K	0.14%	150
2014 Q4	$17.7M	Sell	233,497 -13,002	-5%	-$928K	0.12%	167
2014 Q3	$15.4M	Buy	246,499 +8,767	+4%	+$565K	0.11%	184
2014 Q2	$14.9M	Buy	237,732 +9,943	+4%	+$626K	0.1%	200
2014 Q1	$13.6M	Sell	227,789 -1,301	-0.6%	-$74.3K	0.09%	219
2013 Q4	$12.3M	Sell	229,090 -1,198	-0.5%	-$71.2K	0.09%	231
2013 Q3	$14.4M	Sell	230,288 -33	-0%	-$2.1K	0.11%	186
2013 Q2	$15.4M	Buy	+230,321	New	+$16.4M	0.12%	157

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Metropolitan Life Insurance Company (MetLife)'s WELL Position: Q2 2024 in Review

Metropolitan Life Insurance Company (MetLife) sold out of Welltower (WELL) in Q2 2024, closing a stake of 39,413 shares — an estimated $3.68M sold.

Metropolitan Life Insurance Company (MetLife) first reported a position in WELL in Q2 2013 and held it in 43 quarters. The position peaked at $19M in Q1 2015. 998 funds tracked by Wall St. Rank hold WELL as of Q2 2024.

Metropolitan Life Insurance Company (MetLife) reported no remaining Welltower position as of Q2 2024 after selling out during the quarter.
Metropolitan Life Insurance Company (MetLife) sold 39,413 Welltower shares in Q2 2024, an estimated $3.68M.
Metropolitan Life Insurance Company (MetLife) first reported a position in Welltower in Q2 2013 and held it in 43 quarters.
Metropolitan Life Insurance Company (MetLife)'s Welltower position peaked at $19M in Q1 2015.
998 funds tracked by Wall St. Rank held Welltower as of Q2 2024.

Based on Metropolitan Life Insurance Company (MetLife)'s 13F filing for Q2 2024, filed 13 Aug 2024.