SEI Investments’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 | $388M | Sell |
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|
2025
Q1 | $394M | Buy |
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|
2024
Q4 | $323M | Sell |
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|
2024
Q3 | $335M | Sell |
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|
2024
Q2 | $286M | Buy |
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|
2024
Q1 | $244M | Buy |
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|
2023
Q4 | $207M | Buy |
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|
2023
Q3 | $163M | Buy |
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|
2023
Q2 | $142M | Sell |
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|
2023
Q1 | $133M | Sell |
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|
2022
Q4 | $126M | Buy |
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|
2022
Q3 | $115M | Buy |
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|
2022
Q2 | $138M | Buy |
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|
2022
Q1 | $161M | Buy |
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|
2021
Q4 | $144M | Buy |
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|
2021
Q3 | $127M | Buy |
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|
2021
Q2 | $127M | Buy |
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|
2021
Q1 | $97.2M | Buy |
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|
2020
Q4 | $47.8M | Sell |
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|
2020
Q3 | $62M | Sell |
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|
2020
Q2 | $59.7M | Sell |
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|
2020
Q1 | $57.4M | Buy |
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|
2019
Q4 | $79.4M | Buy |
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|
2019
Q3 | $85.9M | Sell |
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|
2019
Q2 | $78.8M | Sell |
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|
2019
Q1 | $81.6M | Buy |
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|
2018
Q4 | $63.5M | Buy |
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|
2018
Q3 | $62.2M | Buy |
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|
2018
Q2 | $49.2M | Buy |
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|
2018
Q1 | $32.7M | Sell |
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|
2017
Q4 | $48.3M | Buy |
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|
2017
Q3 | $52.7M | Buy |
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|
2017
Q2 | $47.5M | Buy |
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|
2017
Q1 | $42.2M | Buy |
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|
2016
Q4 | $38.1M | Sell |
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|
2016
Q3 | $53.3M | Buy |
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|
2016
Q2 | $51M | Buy |
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|
2016
Q1 | $43.7M | Sell |
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|
2015
Q4 | $48.4M | Buy |
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|
2015
Q3 | $32.1M | Sell |
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|
2015
Q2 | $41.7M | Sell |
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|
2015
Q1 | $50.9M | Buy |
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|
2014
Q4 | $39.9M | Buy |
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