Morgan Stanley’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35B | Sell |
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|
2025
Q1 | $1.41B | Buy |
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|
2024
Q4 | $892M | Sell |
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|
2024
Q3 | $921M | Sell |
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|
2024
Q2 | $768M | Sell |
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|
2024
Q1 | $690M | Sell |
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|
2023
Q4 | $1.19B | Buy |
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|
2023
Q3 | $540M | Buy |
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|
2023
Q2 | $516M | Buy |
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|
2023
Q1 | $456M | Sell |
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|
2022
Q4 | $424M | Sell |
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|
2022
Q3 | $422M | Buy |
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|
2022
Q2 | $528M | Buy |
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|
2022
Q1 | $484M | Buy |
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|
2021
Q4 | $424M | Buy |
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|
2021
Q3 | $360M | Sell |
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|
2021
Q2 | $417M | Buy |
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|
2021
Q1 | $347M | Sell |
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|
2020
Q4 | $412M | Buy |
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|
2020
Q3 | $281M | Sell |
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|
2020
Q2 | $386M | Buy |
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|
2020
Q1 | $299M | Sell |
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|
2019
Q4 | $654M | Buy |
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|
2019
Q3 | $520M | Buy |
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|
2019
Q2 | $345M | Buy |
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|
2019
Q1 | $270M | Buy |
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|
2018
Q4 | $231M | Sell |
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|
2018
Q3 | $251M | Sell |
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|
2018
Q2 | $272M | Sell |
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|
2018
Q1 | $302M | Buy |
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|
2017
Q4 | $312M | Sell |
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|
2017
Q3 | $351M | Sell |
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|
2017
Q2 | $379M | Sell |
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|
2017
Q1 | $487M | Buy |
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|
2016
Q4 | $446M | Buy |
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|
2016
Q3 | $409M | Buy |
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|
2016
Q2 | $368M | Buy |
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|
2016
Q1 | $319M | Buy |
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|
2015
Q4 | $306M | Buy |
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|
2015
Q3 | $283M | Buy |
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|
2015
Q2 | $255M | Buy |
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|
2015
Q1 | $211M | Buy |
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|
2014
Q4 | $189M | Sell |
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|
2014
Q3 | $156M | Sell |
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|
2014
Q2 | $170M | Buy |
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|
2014
Q1 | $135M | Sell |
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|
2013
Q4 | $148M | Buy |
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|
2013
Q3 | $167M | Sell |
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|
2013
Q2 | $181M | Buy |
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