Nisa Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.9M | Sell |
201,848
-27,354
| -12% | -$5.41M | 0.15% | 85 |
|
|
2025
Q4 | $42.5M | Sell |
229,202
-24,347
| -10% | -$4.55M | 0.14% | 87 |
|
|
2025
Q3 | $45.2M | Sell |
253,549
-10,374
| -4% | -$1.71M | 0.17% | 75 |
|
|
2025
Q2 | $40.6M | Sell |
263,923
-16,106
| -6% | -$2.41M | 0.18% | 88 |
|
|
2025
Q1 | $42.9M | Sell |
280,029
-17,754
| -6% | -$2.53M | 0.21% | 79 |
|
|
2024
Q4 | $37.5M | Sell |
297,783
-12,326
| -4% | -$1.62M | 0.15% | 107 |
|
|
2024
Q3 | $39.7M | Sell |
310,109
-13,428
| -4% | -$1.57M | 0.24% | 89 |
|
|
2024
Q2 | $33.7M | Buy |
323,537
+14,017
| +5% | +$1.37M | 0.21% | 94 |
|
|
2024
Q1 | $28.9M | Buy |
309,520
+7,292
| +2% | +$660K | 0.19% | 117 |
|
|
2023
Q4 | $27.3M | Sell |
302,228
-4,660
| -2% | -$404K | 0.19% | 117 |
|
|
2023
Q3 | $25.1M | Buy |
306,888
+18,927
| +7% | +$1.56M | 0.19% | 121 |
|
|
2023
Q2 | $23.3M | Buy |
287,961
+3,554
| +1% | +$274K | 0.17% | 128 |
|
|
2023
Q1 | $20.4M | Buy |
284,407
+22,003
| +8% | +$1.6M | 0.16% | 149 |
|
|
2022
Q4 | $17.2M | Buy |
262,404
+11,339
| +5% | +$729K | 0.14% | 174 |
|
|
2022
Q3 | $16.1M | Buy |
251,065
+9,125
| +4% | +$713K | 0.14% | 159 |
|
|
2022
Q2 | $19.9M | Sell |
241,940
-18,381
| -7% | -$1.64M | 0.17% | 132 |
|
|
2022
Q1 | $25M | Sell |
260,321
-219,679
| -46% | -$19.1M | 0.18% | 117 |
|
|
2021
Q4 | $41.6M | Buy |
480,000
+195,566
| +69% | +$16.3M | 0.31% | 73 |
|
|
2021
Q3 | $23.4K | Buy |
284,434
+2,804
| +1% | +$241K | 0.14% | 134 |
|
|
2021
Q2 | $23.4K | Sell |
281,630
-18,242
| -6% | -$1.4M | 0.15% | 138 |
|
|
2021
Q1 | $21.5K | Sell |
299,872
-10,343
| -3% | -$695K | 0.14% | 145 |
|
|
2020
Q4 | $20M | Buy |
310,215
+21,232
| +7% | +$1.29M | 0.13% | 175 |
|
|
2020
Q3 | $15.9M | Buy |
288,983
+42,030
| +17% | +$2.31M | 0.13% | 172 |
|
|
2020
Q2 | $12.8M | Buy |
246,953
+109,588
| +80% | +$5.39M | 0.12% | 180 |
|
|
2020
Q1 | $6.29M | Sell |
137,365
-105,020
| -43% | -$7.75M | 0.07% | 253 |
|
|
2019
Q4 | $19.8M | Buy |
242,385
+11,433
| +5% | +$979K | 0.17% | 129 |
|
|
2019
Q3 | $20.9M | Buy |
230,952
+71,127
| +45% | +$6.19M | 0.19% | 121 |
|
|
2019
Q2 | $13M | Buy |
159,825
+57,755
| +57% | +$4.54M | 0.12% | 180 |
|
|
2019
Q1 | $7.92M | Buy |
102,070
+26,050
| +34% | +$1.95M | 0.08% | 246 |
|
|
2018
Q4 | $5.28M | Buy |
76,020
+31,670
| +71% | +$2.15M | 0.06% | 306 |
|
|
2018
Q3 | $2.85M | Sell |
44,350
-3,405
| -7% | -$220K | 0.03% | 531 |
|
|
2018
Q2 | $2.99M | Sell |
47,755
-10,195
| -18% | -$568K | 0.03% | 487 |
|
|
2018
Q1 | $3.12M | Buy |
57,950
+2,690
| +5% | +$152K | 0.03% | 472 |
|
|
2017
Q4 | $3.52M | Sell |
55,260
-64,293
| -54% | -$4.32M | 0.04% | 443 |
|
|
2017
Q3 | $8.4M | Sell |
119,553
-14,375
| -11% | -$1.05M | 0.09% | 216 |
|
|
2017
Q2 | $9.94M | Buy |
133,928
+45,910
| +52% | +$3.36M | 0.12% | 193 |
|
|
2017
Q1 | $6.23M | Buy |
88,018
+23,128
| +36% | +$1.56M | 0.07% | 273 |
|
|
2016
Q4 | $4.34M | Sell |
64,890
-86,982
| -57% | -$5.76M | 0.05% | 352 |
|
|
2016
Q3 | $11.4M | Buy |
151,872
+26,642
| +21% | +$2.04M | 0.15% | 164 |
|
|
2016
Q2 | $9.54M | Buy |
125,230
+49,590
| +66% | +$3.52M | 0.13% | 182 |
|
|
2016
Q1 | $5.25M | Sell |
75,640
-5,000
| -6% | -$322K | 0.08% | 283 |
|
|
2015
Q4 | $5.49M | Sell |
80,640
-24,000
| -23% | -$1.57M | 0.08% | 253 |
|
|
2015
Q3 | $7.03M | Buy |
104,640
+27,750
| +36% | +$1.85M | 0.11% | 195 |
|
|
2015
Q2 | $5.05M | Buy |
76,890
+2,000
| +3% | +$143K | 0.07% | 287 |
|
|
2015
Q1 | $5.79M | Sell |
74,890
-13,500
| -15% | -$1.06M | 0.08% | 251 |
|
|
2014
Q4 | $6.69M | Buy |
88,390
+8,900
| +11% | +$635K | 0.09% | 220 |
|
|
2014
Q3 | $4.96M | Buy |
79,490
+51,950
| +189% | +$3.35M | 0.07% | 273 |
|
|
2014
Q2 | $1.73M | Sell |
27,540
-800
| -3% | -$50.3K | 0.02% | 618 |
|
|
2014
Q1 | $1.69M | Sell |
28,340
-24,600
| -46% | -$1.41M | 0.02% | 610 |
|
|
2013
Q4 | $2.84M | Buy |
52,940
+8,100
| +18% | +$482K | 0.04% | 421 |
|
|
2013
Q3 | $2.8M | Buy |
44,840
+4,600
| +11% | +$293K | 0.04% | 417 |
|
|
2013
Q2 | $2.7M | Buy |
+40,240
| New | +$2.86M | 0.04% | 418 |
|
Other funds holding WELL
VCM
VPM
Nisa Investment Advisors's WELL Position: Q1 2026 in Review
Nisa Investment Advisors reduced its Welltower (WELL) stake by 12% in Q1 2026, selling an estimated $5.41M and leaving 201,848 shares worth $39.9M. The position accounts for 0.15% of the portfolio, ranked #85.
Nisa Investment Advisors first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. The position peaked at $45.2M in Q3 2025. 1,484 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Nisa Investment Advisors held 201,848 shares of Welltower worth $39.9M as of Q1 2026.
- Nisa Investment Advisors sold 27,354 Welltower shares in Q1 2026, an estimated $5.41M.
- Welltower made up 0.15% of Nisa Investment Advisors's portfolio in Q1 2026, its #85 holding.
- Nisa Investment Advisors first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
- Nisa Investment Advisors's Welltower position peaked at $45.2M in Q3 2025.
- 1,484 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.