Principal Financial Group’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 | $1.6B | Sell |
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|
2025
Q1 | $1.76B | Sell |
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|
2024
Q4 | $1.5B | Sell |
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|
2024
Q3 | $1.56B | Sell |
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|
2024
Q2 | $1.3B | Sell |
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|
2024
Q1 | $1.16B | Sell |
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|
2023
Q4 | $1.17B | Buy |
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|
2023
Q3 | $1.06B | Buy |
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|
2023
Q2 | $835M | Sell |
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|
2023
Q1 | $743M | Buy |
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|
2022
Q4 | $671M | Buy |
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|
2022
Q3 | $440M | Buy |
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|
2022
Q2 | $380M | Buy |
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|
2022
Q1 | $436M | Sell |
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|
2021
Q4 | $392M | Sell |
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|
2021
Q3 | $480M | Sell |
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|
2021
Q2 | $1.18B | Buy |
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|
2021
Q1 | $1.01B | Buy |
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|
2020
Q4 | $904M | Buy |
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|
2020
Q3 | $660M | Buy |
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|
2020
Q2 | $569M | Buy |
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|
2020
Q1 | $271M | Sell |
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|
2019
Q4 | $743M | Buy |
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|
2019
Q3 | $799M | Sell |
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|
2019
Q2 | $736M | Buy |
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|
2019
Q1 | $677M | Buy |
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|
2018
Q4 | $534M | Buy |
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|
2018
Q3 | $484M | Buy |
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|
2018
Q2 | $410M | Buy |
|
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|
2018
Q1 | $309M | Buy |
|
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|
2017
Q4 | $346M | Buy |
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|
2017
Q3 | $354M | Sell |
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|
2017
Q2 | $491M | Buy |
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|
2017
Q1 | $460M | Sell |
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|
2016
Q4 | $435M | Sell |
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|
2016
Q3 | $530M | Buy |
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|
2016
Q2 | $503M | Buy |
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|
2016
Q1 | $452M | Buy |
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|
2015
Q4 | $254M | Sell |
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|
2015
Q3 | $302M | Buy |
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|
2015
Q2 | $285M | Sell |
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|
2015
Q1 | $350M | Buy |
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|
2014
Q4 | $241M | Buy |
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|
2014
Q3 | $186M | Buy |
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|
2014
Q2 | $169M | Buy |
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|
2014
Q1 | $141M | Buy |
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|
2013
Q4 | $88.6M | Buy |
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|
2013
Q3 | $97.3M | Sell |
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|
2013
Q2 | $110M | Buy |
|