Rehmann Capital Advisory Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Buy |
2,643
+146
| +6% | +$22.4K | 0.02% | 398 |
|
|
2025
Q1 | $383K | Buy |
2,497
+111
| +5% | +$17K | 0.02% | 419 |
|
|
2024
Q4 | $301K | Sell |
2,386
-30
| -1% | -$3.78K | 0.02% | 469 |
|
|
2024
Q3 | $309K | Buy |
2,416
+131
| +6% | +$16.8K | 0.02% | 457 |
|
|
2024
Q2 | $238K | Sell |
2,285
-28
| -1% | -$2.92K | 0.02% | 513 |
|
|
2024
Q1 | $216K | Sell |
2,313
-134
| -5% | -$12.5K | 0.02% | 530 |
|
|
2023
Q4 | $221K | Sell |
2,447
-107
| -4% | -$9.65K | 0.02% | 514 |
|
|
2023
Q3 | $209K | Sell |
2,554
-405
| -14% | -$33.2K | 0.02% | 484 |
|
|
2023
Q2 | $239K | Sell |
2,959
-371
| -11% | -$30K | 0.02% | 478 |
|
|
2023
Q1 | $239K | Buy |
3,330
+245
| +8% | +$17.6K | 0.02% | 481 |
|
|
2022
Q4 | $202K | Sell |
3,085
-3,810
| -55% | -$250K | 0.02% | 521 |
|
|
2022
Q3 | $443K | Buy |
6,895
+3,729
| +118% | +$240K | 0.05% | 306 |
|
|
2022
Q2 | $261K | Buy |
3,166
+537
| +20% | +$44.2K | 0.03% | 409 |
|
|
2022
Q1 | $253K | Buy |
2,629
+18
| +0.7% | +$1.73K | 0.02% | 442 |
|
|
2021
Q4 | $224K | Buy |
2,611
+19
| +0.7% | +$1.63K | 0.02% | 501 |
|
|
2021
Q3 | $231K | Buy |
2,592
+41
| +2% | +$3.65K | 0.02% | 501 |
|
|
2021
Q2 | $212K | Buy |
+2,551
| New | +$212K | 0.02% | 513 |
|
|
2019
Q3 | $359K | Buy |
3,958
+117
| +3% | +$10.6K | 0.04% | 217 |
|
|
2019
Q2 | $313K | Buy |
3,841
+505
| +15% | +$41.2K | 0.04% | 344 |
|
|
2019
Q1 | $259K | Buy |
3,336
+4
| +0.1% | +$310 | 0.04% | 356 |
|
|
2018
Q4 | $231K | Sell |
3,332
-22
| -0.7% | -$1.53K | 0.03% | 228 |
|
|
2018
Q3 | $216K | Buy |
3,354
+513
| +18% | +$33K | 0.03% | 381 |
|
|
2018
Q2 | $178K | Buy |
2,841
+720
| +34% | +$45.1K | 0.03% | 407 |
|
|
2018
Q1 | $115K | Sell |
2,121
-4,753
| -69% | -$258K | 0.02% | 506 |
|
|
2017
Q4 | $438K | Buy |
6,874
+314
| +5% | +$20K | 0.07% | 210 |
|
|
2017
Q3 | $461K | Sell |
6,560
-710
| -10% | -$49.9K | 0.08% | 192 |
|
|
2017
Q2 | $544K | Sell |
7,270
-392
| -5% | -$29.3K | 0.1% | 170 |
|
|
2017
Q1 | $543K | Sell |
7,662
-1,291
| -14% | -$91.5K | 0.09% | 181 |
|
|
2016
Q4 | $599K | Sell |
8,953
-490
| -5% | -$32.8K | 0.11% | 162 |
|
|
2016
Q3 | $706K | Buy |
9,443
+74
| +0.8% | +$5.53K | 0.14% | 136 |
|
|
2016
Q2 | $714K | Buy |
9,369
+683
| +8% | +$52.1K | 0.13% | 136 |
|
|
2016
Q1 | $602K | Buy |
8,686
+577
| +7% | +$40K | 0.12% | 143 |
|
|
2015
Q4 | $552K | Buy |
8,109
+37
| +0.5% | +$2.52K | 0.12% | 146 |
|
|
2015
Q3 | $547K | Buy |
+8,072
| New | +$547K | 0.12% | 136 |
|