Morningstar Investment Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $264K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $214K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $381K | Sell |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $2.11M | Sell |
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|
2021
Q1 | $12.5M | Sell |
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|
2020
Q4 | $11.5M | Sell |
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|
2020
Q3 | $10.2M | Sell |
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|
2020
Q2 | $10.2M | Sell |
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|
2020
Q1 | $9.66M | Buy |
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|
2019
Q4 | $16.7M | Buy |
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|
2019
Q3 | $18.4M | Sell |
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|
2019
Q2 | $25.1M | Sell |
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|
2019
Q1 | $39.1M | Sell |
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|
2018
Q4 | $36.6M | Sell |
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|
2018
Q3 | $36.3M | Sell |
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|
2018
Q2 | $38.2M | Sell |
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|
2018
Q1 | $38.8M | Sell |
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|
2017
Q4 | $54.2M | Sell |
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|
2017
Q3 | $64M | Sell |
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|
2017
Q2 | $71M | Buy |
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|
2017
Q1 | $65.9M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $63.7M | Buy |
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|
2016
Q2 | $56.3M | Buy |
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|
2016
Q1 | $33.7M | Buy |
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|
2015
Q4 | $29.1M | Buy |
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|
2015
Q3 | $26.1M | Buy |
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|
2015
Q2 | $24.5M | Buy |
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|
2015
Q1 | $26.8M | Buy |
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|
2014
Q4 | $24M | Buy |
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|
2014
Q3 | $18.3M | Buy |
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|
2014
Q2 | $14.7M | Sell |
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|
2014
Q1 | $14.6M | Buy |
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|
2013
Q4 | $11.8M | Buy |
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|
2013
Q3 | $9.54M | Buy |
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|
2013
Q2 | $8.13M | Buy |
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