Regions Financial Corp’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
2,900
-73
| -2% | -$11.2K | ﹤0.01% | 619 |
|
|
2025
Q1 | $455K | Buy |
2,973
+1,004
| +51% | +$154K | ﹤0.01% | 593 |
|
|
2024
Q4 | $248K | Sell |
1,969
-118
| -6% | -$14.9K | ﹤0.01% | 744 |
|
|
2024
Q3 | $267K | Buy |
2,087
+125
| +6% | +$16K | ﹤0.01% | 743 |
|
|
2024
Q2 | $205K | Buy |
+1,962
| New | +$205K | ﹤0.01% | 791 |
|
|
2021
Q3 | – | Sell |
-3,480
| Closed | -$289K | – | 929 |
|
|
2021
Q2 | $289K | Sell |
3,480
-250
| -7% | -$20.8K | ﹤0.01% | 761 |
|
|
2021
Q1 | $268K | Sell |
3,730
-35
| -0.9% | -$2.52K | ﹤0.01% | 738 |
|
|
2020
Q4 | $243K | Hold |
3,765
| – | – | ﹤0.01% | 743 |
|
|
2020
Q3 | $207K | Sell |
3,765
-500
| -12% | -$27.5K | ﹤0.01% | 735 |
|
|
2020
Q2 | $221K | Sell |
4,265
-600
| -12% | -$31.1K | ﹤0.01% | 719 |
|
|
2020
Q1 | $223K | Sell |
4,865
-896
| -16% | -$41.1K | ﹤0.01% | 682 |
|
|
2019
Q4 | $471K | Buy |
5,761
+350
| +6% | +$28.6K | ﹤0.01% | 544 |
|
|
2019
Q3 | $491K | Sell |
5,411
-194
| -3% | -$17.6K | 0.01% | 530 |
|
|
2019
Q2 | $457K | Buy |
5,605
+627
| +13% | +$51.1K | 0.01% | 539 |
|
|
2019
Q1 | $386K | Sell |
4,978
-176
| -3% | -$13.6K | ﹤0.01% | 588 |
|
|
2018
Q4 | $357K | Sell |
5,154
-424
| -8% | -$29.4K | ﹤0.01% | 590 |
|
|
2018
Q3 | $358K | Sell |
5,578
-307
| -5% | -$19.7K | ﹤0.01% | 659 |
|
|
2018
Q2 | $368K | Sell |
5,885
-326
| -5% | -$20.4K | ﹤0.01% | 635 |
|
|
2018
Q1 | $338K | Sell |
6,211
-184
| -3% | -$10K | ﹤0.01% | 675 |
|
|
2017
Q4 | $407K | Buy |
6,395
+786
| +14% | +$50K | ﹤0.01% | 656 |
|
|
2017
Q3 | $394K | Sell |
5,609
-1,379
| -20% | -$96.9K | ﹤0.01% | 688 |
|
|
2017
Q2 | $523K | Sell |
6,988
-1,273
| -15% | -$95.3K | 0.01% | 631 |
|
|
2017
Q1 | $585K | Buy |
8,261
+134
| +2% | +$9.49K | 0.01% | 620 |
|
|
2016
Q4 | $544K | Sell |
8,127
-1,126
| -12% | -$75.4K | 0.01% | 636 |
|
|
2016
Q3 | $692K | Sell |
9,253
-32
| -0.3% | -$2.39K | 0.01% | 575 |
|
|
2016
Q2 | $707K | Buy |
9,285
+657
| +8% | +$50K | 0.01% | 561 |
|
|
2016
Q1 | $598K | Buy |
8,628
+503
| +6% | +$34.9K | 0.01% | 602 |
|
|
2015
Q4 | $553K | Buy |
+8,125
| New | +$553K | 0.01% | 609 |
|
|
2015
Q3 | – | Sell |
-10,915
| Closed | -$716K | – | 940 |
|
|
2015
Q2 | $716K | Buy |
10,915
+2,392
| +28% | +$157K | 0.01% | 573 |
|
|
2015
Q1 | $660K | Buy |
8,523
+38
| +0.4% | +$2.94K | 0.01% | 589 |
|
|
2014
Q4 | $642K | Buy |
8,485
+299
| +4% | +$22.6K | 0.01% | 608 |
|
|
2014
Q3 | $510K | Sell |
8,186
-991
| -11% | -$61.7K | 0.01% | 766 |
|
|
2014
Q2 | $575K | Sell |
9,177
-144
| -2% | -$9.02K | 0.01% | 752 |
|
|
2014
Q1 | $555K | Sell |
9,321
-1,468
| -14% | -$87.4K | 0.01% | 751 |
|
|
2013
Q4 | $578K | Buy |
10,789
+774
| +8% | +$41.5K | 0.01% | 729 |
|
|
2013
Q3 | $625K | Sell |
10,015
-636
| -6% | -$39.7K | 0.01% | 682 |
|
|
2013
Q2 | $714K | Buy |
+10,651
| New | +$714K | 0.01% | 615 |
|