Profund Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
8,298
+133
| +2% | +$20.4K | 0.05% | 247 |
|
|
2025
Q1 | $1.25M | Sell |
8,165
-1,380
| -14% | -$211K | 0.05% | 255 |
|
|
2024
Q4 | $1.2M | Sell |
9,545
-6,677
| -41% | -$842K | 0.04% | 265 |
|
|
2024
Q3 | $2.08M | Buy |
16,222
+6,959
| +75% | +$891K | 0.08% | 181 |
|
|
2024
Q2 | $966K | Buy |
9,263
+915
| +11% | +$95.4K | 0.04% | 307 |
|
|
2024
Q1 | $780K | Sell |
8,348
-1,512
| -15% | -$141K | 0.03% | 425 |
|
|
2023
Q4 | $889K | Buy |
9,860
+2,228
| +29% | +$201K | 0.04% | 351 |
|
|
2023
Q3 | $625K | Buy |
7,632
+120
| +2% | +$9.83K | 0.03% | 405 |
|
|
2023
Q2 | $608K | Buy |
7,512
+233
| +3% | +$18.8K | 0.03% | 450 |
|
|
2023
Q1 | $522K | Sell |
7,279
-2,244
| -24% | -$161K | 0.03% | 486 |
|
|
2022
Q4 | $624K | Buy |
9,523
+565
| +6% | +$37K | 0.04% | 364 |
|
|
2022
Q3 | $576K | Sell |
8,958
-1,087
| -11% | -$69.9K | 0.04% | 353 |
|
|
2022
Q2 | $827K | Sell |
10,045
-924
| -8% | -$76.1K | 0.05% | 300 |
|
|
2022
Q1 | $1.06M | Sell |
10,969
-5,449
| -33% | -$524K | 0.04% | 302 |
|
|
2021
Q4 | $1.41M | Sell |
16,418
-27,996
| -63% | -$2.4M | 0.05% | 252 |
|
|
2021
Q3 | $3.66M | Buy |
44,414
+26,827
| +153% | +$2.21M | 0.12% | 141 |
|
|
2021
Q2 | $1.46M | Buy |
17,587
+6,052
| +52% | +$503K | 0.05% | 273 |
|
|
2021
Q1 | $826K | Buy |
11,535
+1,607
| +16% | +$115K | 0.03% | 367 |
|
|
2020
Q4 | $642K | Buy |
9,928
+47
| +0.5% | +$3.04K | 0.03% | 437 |
|
|
2020
Q3 | $544K | Sell |
9,881
-473
| -5% | -$26K | 0.03% | 432 |
|
|
2020
Q2 | $536K | Sell |
10,354
-832
| -7% | -$43.1K | 0.03% | 390 |
|
|
2020
Q1 | $512K | Sell |
11,186
-6,134
| -35% | -$281K | 0.04% | 354 |
|
|
2019
Q4 | $1.42M | Sell |
17,320
-11,079
| -39% | -$906K | 0.06% | 271 |
|
|
2019
Q3 | $2.57M | Sell |
28,399
-4,397
| -13% | -$399K | 0.13% | 141 |
|
|
2019
Q2 | $2.67M | Buy |
32,796
+5,999
| +22% | +$489K | 0.13% | 145 |
|
|
2019
Q1 | $2.08M | Buy |
26,797
+9,407
| +54% | +$730K | 0.1% | 188 |
|
|
2018
Q4 | $1.21M | Sell |
17,390
-9,049
| -34% | -$628K | 0.07% | 248 |
|
|
2018
Q3 | $1.7M | Buy |
26,439
+13,116
| +98% | +$844K | 0.06% | 240 |
|
|
2018
Q2 | $835K | Sell |
13,323
-1,409
| -10% | -$88.3K | 0.03% | 458 |
|
|
2018
Q1 | $802K | Sell |
14,732
-3,272
| -18% | -$178K | 0.03% | 524 |
|
|
2017
Q4 | $1.15M | Sell |
18,004
-5,973
| -25% | -$381K | 0.04% | 408 |
|
|
2017
Q3 | $1.69M | Buy |
23,977
+539
| +2% | +$37.9K | 0.07% | 259 |
|
|
2017
Q2 | $1.75M | Buy |
23,438
+4,416
| +23% | +$330K | 0.08% | 224 |
|
|
2017
Q1 | $1.35M | Sell |
19,022
-12
| -0.1% | -$850 | 0.06% | 312 |
|
|
2016
Q4 | $1.27M | Sell |
19,034
-6,019
| -24% | -$403K | 0.06% | 304 |
|
|
2016
Q3 | $1.87M | Sell |
25,053
-323
| -1% | -$24.1K | 0.09% | 194 |
|
|
2016
Q2 | $1.93M | Buy |
25,376
+1,764
| +7% | +$134K | 0.09% | 170 |
|
|
2016
Q1 | $1.64M | Sell |
23,612
-3,496
| -13% | -$242K | 0.08% | 195 |
|
|
2015
Q4 | $1.84M | Buy |
27,108
+3,963
| +17% | +$270K | 0.09% | 180 |
|
|
2015
Q3 | $1.57M | Sell |
23,145
-2,731
| -11% | -$185K | 0.09% | 179 |
|
|
2015
Q2 | $1.7M | Sell |
25,876
-6,905
| -21% | -$453K | 0.07% | 216 |
|
|
2015
Q1 | $2.54M | Sell |
32,781
-4,932
| -13% | -$382K | 0.1% | 156 |
|
|
2014
Q4 | $2.85M | Buy |
37,713
+8,684
| +30% | +$657K | 0.12% | 134 |
|
|
2014
Q3 | $1.81M | Sell |
29,029
-2,595
| -8% | -$162K | 0.08% | 207 |
|
|
2014
Q2 | $1.98M | Buy |
31,624
+7,245
| +30% | +$454K | 0.09% | 221 |
|
|
2014
Q1 | $1.45M | Buy |
24,379
+839
| +4% | +$50K | 0.07% | 286 |
|
|
2013
Q4 | $1.26M | Sell |
23,540
-904
| -4% | -$48.4K | 0.06% | 371 |
|
|
2013
Q3 | $1.53M | Sell |
24,444
-1,642
| -6% | -$102K | 0.08% | 234 |
|
|
2013
Q2 | $1.75M | Buy |
+26,086
| New | +$1.75M | 0.12% | 128 |
|