Private Advisor 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
Q3 | $3.94M | Buy |
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|
2025
Q2 | $2.87M | Buy |
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|
2025
Q1 | $2.77M | Sell |
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|
2024
Q4 | $2.41M | Sell |
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|
2024
Q3 | $2.51M | Sell |
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|
2024
Q2 | $2.08M | Sell |
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|
2024
Q1 | $2.06M | Sell |
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|
2023
Q4 | $2.23M | Sell |
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|
2023
Q3 | $2.06M | Buy |
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|
2023
Q2 | $2.04M | Sell |
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|
2023
Q1 | $1.84M | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.79M | Sell |
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|
2022
Q2 | $3M | Sell |
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|
2022
Q1 | $3.69M | Buy |
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|
2021
Q4 | $3.18M | Sell |
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|
2021
Q3 | $4.63M | Buy |
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|
2021
Q2 | $2.54M | Buy |
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|
2021
Q1 | $1.98M | Sell |
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|
2020
Q4 | $2.1M | Sell |
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|
2020
Q3 | $1.8M | Sell |
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|
2020
Q2 | $1.78M | Sell |
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|
2020
Q1 | $1.6M | Sell |
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|
2019
Q4 | $3.81M | Sell |
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|
2019
Q3 | $4.44M | Buy |
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|
2019
Q2 | $2.83M | Sell |
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|
2019
Q1 | $4.39M | Buy |
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|
2018
Q4 | $3.91M | Sell |
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|
2018
Q3 | $3.84M | Buy |
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|
2018
Q2 | $2.25M | Buy |
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|
2018
Q1 | $1.75M | Buy |
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|
2017
Q4 | $1.31M | Sell |
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|
2017
Q3 | $3.29M | Buy |
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|
2017
Q2 | $3.5M | Buy |
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|
2017
Q1 | $3.32M | Buy |
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|
2016
Q4 | $3.02M | Sell |
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|
2016
Q3 | $4.49M | Sell |
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|
2016
Q2 | $4.94M | Buy |
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|
2016
Q1 | $3.84M | Buy |
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|
2015
Q4 | $3.07M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2.63M | Buy |
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|
2015
Q1 | $3M | Buy |
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|
2014
Q4 | $2.72M | Buy |
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|
2014
Q3 | $2.16M | Buy |
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|
2014
Q2 | $1.97M | Buy |
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|
2014
Q1 | $1.2M | Sell |
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|
2013
Q4 | $1.11M | Buy |
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