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 |
-2,076
| Closed | -$264K | – | 399 |
|
|
2024
Q3 | $264K | Buy |
+2,076
| New | +$242K | ﹤0.01% | 362 |
|
|
2024
Q1 | – | Sell |
-2,344
| Closed | -$214K | – | 415 |
|
|
2023
Q4 | $214K | Buy |
+2,344
| New | +$203K | ﹤0.01% | 395 |
|
|
2022
Q2 | – | Sell |
-2,836
| Closed | -$278K | – | 240 |
|
|
2022
Q1 | $278K | Sell |
2,836
-1,610
| -36% | -$140K | ﹤0.01% | 215 |
|
|
2021
Q4 | $381K | Sell |
4,446
-11,551
| -72% | -$963K | ﹤0.01% | 199 |
|
|
2021
Q3 | $1.34M | Sell |
15,997
-9,256
| -37% | -$795K | 0.02% | 165 |
|
|
2021
Q2 | $2.11M | Sell |
25,253
-145,617
| -85% | -$11.1M | 0.03% | 159 |
|
|
2021
Q1 | $12.5M | Sell |
170,870
-7,636
| -4% | -$513K | 0.16% | 106 |
|
|
2020
Q4 | $11.5M | Sell |
178,506
-9,278
| -5% | -$563K | 0.16% | 114 |
|
|
2020
Q3 | $10.2M | Sell |
187,784
-10,529
| -5% | -$578K | 0.16% | 110 |
|
|
2020
Q2 | $10.2M | Sell |
198,313
-6,537
| -3% | -$321K | 0.17% | 106 |
|
|
2020
Q1 | $9.66M | Buy |
204,850
+539
| +0.3% | +$39.8K | 0.18% | 106 |
|
|
2019
Q4 | $16.7M | Buy |
204,311
+803
| +0.4% | +$68.8K | 0.26% | 98 |
|
|
2019
Q3 | $18.4M | Sell |
203,508
-104,236
| -34% | -$9.07M | 0.31% | 88 |
|
|
2019
Q2 | $25.1M | Sell |
307,744
-196,750
| -39% | -$15.5M | 0.41% | 77 |
|
|
2019
Q1 | $39.1M | Sell |
504,494
-23,257
| -4% | -$1.74M | 0.67% | 43 |
|
|
2018
Q4 | $36.6M | Sell |
527,751
-37,351
| -7% | -$2.54M | 0.72% | 46 |
|
|
2018
Q3 | $36.3M | Sell |
565,102
-43,667
| -7% | -$2.82M | 0.66% | 53 |
|
|
2018
Q2 | $38.2M | Sell |
608,769
-104,044
| -15% | -$5.8M | 0.72% | 47 |
|
|
2018
Q1 | $38.8M | Sell |
712,813
-136,721
| -16% | -$7.72M | 0.75% | 48 |
|
|
2017
Q4 | $54.2M | Sell |
849,534
-61,752
| -7% | -$4.14M | 1.09% | 28 |
|
|
2017
Q3 | $64M | Sell |
911,286
-37,608
| -4% | -$2.73M | 1.4% | 18 |
|
|
2017
Q2 | $71M | Buy |
948,894
+18,507
| +2% | +$1.35M | 1.64% | 12 |
|
|
2017
Q1 | $65.9M | Buy |
+930,387
| New | +$62.8M | 1.66% | 14 |
|
|
2016
Q4 | – | Sell |
-851,933
| Closed | -$63.7M | – | 215 |
|
|
2016
Q3 | $63.7M | Buy |
851,933
+112,673
| +15% | +$8.63M | 1.84% | 10 |
|
|
2016
Q2 | $56.3M | Buy |
739,260
+252,580
| +52% | +$17.9M | 1.78% | 12 |
|
|
2016
Q1 | $33.7M | Buy |
486,680
+58,920
| +14% | +$3.8M | 1.16% | 25 |
|
|
2015
Q4 | $29.1M | Buy |
427,760
+42,844
| +11% | +$2.8M | 1.15% | 27 |
|
|
2015
Q3 | $26.1M | Buy |
384,916
+12,228
| +3% | +$817K | 1.11% | 24 |
|
|
2015
Q2 | $24.5M | Buy |
372,688
+26,626
| +8% | +$1.91M | 1.04% | 27 |
|
|
2015
Q1 | $26.8M | Buy |
346,062
+29,293
| +9% | +$2.31M | 1.17% | 24 |
|
|
2014
Q4 | $24M | Buy |
316,769
+23,438
| +8% | +$1.67M | 1.13% | 21 |
|
|
2014
Q3 | $18.3M | Buy |
293,331
+59,044
| +25% | +$3.81M | 0.94% | 29 |
|
|
2014
Q2 | $14.7M | Sell |
234,287
-11,070
| -5% | -$697K | 0.85% | 31 |
|
|
2014
Q1 | $14.6M | Buy |
245,357
+25,761
| +12% | +$1.47M | 1% | 25 |
|
|
2013
Q4 | $11.8M | Buy |
219,596
+67,655
| +45% | +$4.02M | 0.89% | 30 |
|
|
2013
Q3 | $9.54M | Buy |
151,941
+30,621
| +25% | +$1.95M | 0.83% | 32 |
|
|
2013
Q2 | $8.13M | Buy |
+121,320
| New | +$8.62M | 0.85% | 31 |
|
Other funds holding WELL
Morningstar Investment Services's WELL Position: Q4 2024 in Review
Morningstar Investment Services sold out of Welltower (WELL) in Q4 2024, closing a stake of 2,076 shares — an estimated $264K sold.
Morningstar Investment Services first reported a position in WELL in Q2 2013 and held it in 37 quarters. The position peaked at $71M in Q2 2017. 1,126 funds tracked by Wall St. Rank hold WELL as of Q4 2024.
- Morningstar Investment Services reported no remaining Welltower position as of Q4 2024 after selling out during the quarter.
- Morningstar Investment Services sold 2,076 Welltower shares in Q4 2024, an estimated $264K.
- Morningstar Investment Services first reported a position in Welltower in Q2 2013 and held it in 37 quarters.
- Morningstar Investment Services's Welltower position peaked at $71M in Q2 2017.
- 1,126 funds tracked by Wall St. Rank held Welltower as of Q4 2024.
Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.