MML Investors Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84M | Buy |
44,486
+1,226
| +3% | +$188K | 0.02% | 672 |
|
|
2025
Q1 | $6.63M | Buy |
43,260
+4,937
| +13% | +$756K | 0.02% | 620 |
|
|
2024
Q4 | $4.83M | Buy |
38,323
+2,856
| +8% | +$360K | 0.02% | 725 |
|
|
2024
Q3 | $4.54M | Buy |
35,467
+447
| +1% | +$57.2K | 0.02% | 733 |
|
|
2024
Q2 | $3.65M | Buy |
35,020
+311
| +0.9% | +$32.4K | 0.01% | 766 |
|
|
2024
Q1 | $3.24M | Buy |
34,709
+463
| +1% | +$43.3K | 0.01% | 826 |
|
|
2023
Q4 | $3.09M | Buy |
34,246
+3,382
| +11% | +$305K | 0.01% | 801 |
|
|
2023
Q3 | $2.53M | Sell |
30,864
-326
| -1% | -$26.7K | 0.01% | 798 |
|
|
2023
Q2 | $2.52M | Buy |
31,190
+2,799
| +10% | +$226K | 0.01% | 806 |
|
|
2023
Q1 | $2.04M | Sell |
28,391
-1,208
| -4% | -$86.6K | 0.01% | 773 |
|
|
2022
Q4 | $1.94M | Buy |
29,599
+3,458
| +13% | +$227K | 0.01% | 837 |
|
|
2022
Q3 | $1.68M | Buy |
26,141
+2,322
| +10% | +$149K | 0.01% | 824 |
|
|
2022
Q2 | $1.96M | Sell |
23,819
-350
| -1% | -$28.8K | 0.01% | 758 |
|
|
2022
Q1 | $2.32M | Buy |
24,169
+9
| +0% | +$865 | 0.02% | 728 |
|
|
2021
Q4 | $2.07M | Buy |
24,160
+4,412
| +22% | +$378K | 0.01% | 750 |
|
|
2021
Q3 | $1.63M | Buy |
19,748
+1,316
| +7% | +$108K | 0.01% | 812 |
|
|
2021
Q2 | $1.53M | Sell |
18,432
-1,187
| -6% | -$98.7K | 0.01% | 823 |
|
|
2021
Q1 | $1.41M | Buy |
19,619
+318
| +2% | +$22.8K | 0.01% | 788 |
|
|
2020
Q4 | $1.25M | Sell |
19,301
-3,300
| -15% | -$213K | 0.01% | 739 |
|
|
2020
Q3 | $1.25M | Sell |
22,601
-366
| -2% | -$20.2K | 0.02% | 689 |
|
|
2020
Q2 | $1.19M | Sell |
22,967
-35,728
| -61% | -$1.85M | 0.02% | 657 |
|
|
2020
Q1 | $2.69M | Buy |
58,695
+9,824
| +20% | +$450K | 0.05% | 331 |
|
|
2019
Q4 | $4M | Buy |
48,871
+487
| +1% | +$39.8K | 0.06% | 299 |
|
|
2019
Q3 | $4.39M | Sell |
48,384
-7,357
| -13% | -$667K | 0.07% | 263 |
|
|
2019
Q2 | $4.55M | Buy |
55,741
+2,586
| +5% | +$211K | 0.07% | 276 |
|
|
2019
Q1 | $4.13M | Buy |
53,155
+4,768
| +10% | +$370K | 0.06% | 279 |
|
|
2018
Q4 | $3.36M | Sell |
48,387
-1,587
| -3% | -$110K | 0.06% | 303 |
|
|
2018
Q3 | $3.21M | Buy |
49,974
+11,616
| +30% | +$747K | 0.05% | 313 |
|
|
2018
Q2 | $2.41M | Buy |
38,358
+2,503
| +7% | +$157K | 0.05% | 311 |
|
|
2018
Q1 | $1.95M | Sell |
35,855
-3,249
| -8% | -$177K | 0.04% | 353 |
|
|
2017
Q4 | $2.49M | Buy |
39,104
+6,088
| +18% | +$388K | 0.05% | 310 |
|
|
2017
Q3 | $2.32M | Buy |
33,016
+5,980
| +22% | +$420K | 0.05% | 302 |
|
|
2017
Q2 | $2.02M | Buy |
27,036
+2,384
| +10% | +$178K | 0.04% | 322 |
|
|
2017
Q1 | $1.75M | Buy |
+24,652
| New | +$1.75M | 0.04% | 176 |
|