Sheaff Brock Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.54M | Sell |
16,586
-1,025
| -6% | -$146K | 0.23% | 83 |
|
|
2024
Q4 | $2.22M | Sell |
17,611
-1,498
| -8% | -$197K | 0.19% | 93 |
|
|
2024
Q3 | $2.45M | Sell |
19,109
-268
| -1% | -$31.3K | 0.21% | 90 |
|
|
2024
Q2 | $2.02M | Sell |
19,377
-1,362
| -7% | -$133K | 0.19% | 106 |
|
|
2024
Q1 | $1.94M | Sell |
20,739
-303
| -1% | -$27.4K | 0.12% | 120 |
|
|
2023
Q4 | $1.9M | Sell |
21,042
-51
| -0.2% | -$4.42K | 0.15% | 108 |
|
|
2023
Q3 | $1.73M | Buy |
21,093
+14,684
| +229% | +$1.21M | 0.16% | 106 |
|
|
2023
Q2 | $518K | Buy |
6,409
+250
| +4% | +$19.3K | 0.04% | 254 |
|
|
2023
Q1 | $442K | Hold |
6,159
| – | – | 0.04% | 279 |
|
|
2022
Q4 | $404K | Hold |
6,159
| – | – | 0.04% | 282 |
|
|
2022
Q3 | $396K | Hold |
6,159
| – | – | 0.04% | 273 |
|
|
2022
Q2 | $507K | Sell |
6,159
-135
| -2% | -$12K | 0.04% | 246 |
|
|
2022
Q1 | $605K | Sell |
6,294
-1,600
| -20% | -$139K | 0.04% | 247 |
|
|
2021
Q4 | $677K | Hold |
7,894
| – | – | 0.05% | 229 |
|
|
2021
Q3 | $650K | Sell |
7,894
-135
| -2% | -$11.6K | 0.05% | 223 |
|
|
2021
Q2 | $667K | Hold |
8,029
| – | – | 0.05% | 221 |
|
|
2021
Q1 | $575K | Hold |
8,029
| – | – | 0.05% | 230 |
|
|
2020
Q4 | $519K | Buy |
8,029
+800
| +11% | +$48.6K | 0.04% | 232 |
|
|
2020
Q3 | $398K | Sell |
7,229
-700
| -9% | -$38.4K | 0.04% | 251 |
|
|
2020
Q2 | $410K | Buy |
7,929
+100
| +1% | +$4.92K | 0.04% | 244 |
|
|
2020
Q1 | $358K | Hold |
7,829
| – | – | 0.05% | 241 |
|
|
2019
Q4 | $640K | Sell |
7,829
-131
| -2% | -$11.2K | 0.06% | 211 |
|
|
2019
Q3 | $722K | Sell |
7,960
-129
| -2% | -$11.2K | 0.08% | 185 |
|
|
2019
Q2 | $659K | Buy |
8,089
+60
| +0.7% | +$4.72K | 0.07% | 203 |
|
|
2019
Q1 | $623K | Hold |
8,029
| – | – | 0.08% | 216 |
|
|
2018
Q4 | $557K | Buy |
8,029
+500
| +7% | +$34K | 0.09% | 213 |
|
|
2018
Q3 | $484K | Buy |
7,529
+50
| +0.7% | +$3.23K | 0.05% | 274 |
|
|
2018
Q2 | $469K | Hold |
7,479
| – | – | 0.05% | 271 |
|
|
2018
Q1 | $407K | Buy |
7,479
+15
| +0.2% | +$847 | 0.04% | 298 |
|
|
2017
Q4 | $476K | Sell |
7,464
-400
| -5% | -$26.8K | 0.06% | 265 |
|
|
2017
Q3 | $553K | Buy |
7,864
+200
| +3% | +$14.5K | 0.07% | 242 |
|
|
2017
Q2 | $574K | Buy |
7,664
+1,500
| +24% | +$110K | 0.08% | 249 |
|
|
2017
Q1 | $437K | Buy |
6,164
+100
| +2% | +$6.75K | 0.06% | 304 |
|
|
2016
Q4 | $406K | Buy |
6,064
+2,016
| +50% | +$134K | 0.05% | 320 |
|
|
2016
Q3 | $303K | Sell |
4,048
-3,504
| -46% | -$268K | 0.04% | 351 |
|
|
2016
Q2 | $575K | Buy |
7,552
+3,009
| +66% | +$214K | 0.07% | 255 |
|
|
2016
Q1 | $315K | Buy |
4,543
+59
| +1% | +$3.8K | 0.04% | 377 |
|
|
2015
Q4 | $305K | Buy |
+4,484
| New | +$293K | 0.03% | 403 |
|
Other funds holding WELL
Sheaff Brock Investment Advisors's WELL Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its Welltower (WELL) stake by 5.8% in Q1 2025, selling an estimated $146K and leaving 16,586 shares worth $2.54M. The position accounts for 0.23% of the portfolio, ranked #83.
Sheaff Brock Investment Advisors first reported a position in WELL in Q4 2015 and has held it in 38 quarters since. 1,230 funds tracked by Wall St. Rank hold WELL as of Q1 2025.
- Sheaff Brock Investment Advisors held 16,586 shares of Welltower worth $2.54M as of Q1 2025.
- Sheaff Brock Investment Advisors sold 1,025 Welltower shares in Q1 2025, an estimated $146K.
- Welltower made up 0.23% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #83 holding.
- Sheaff Brock Investment Advisors first reported a position in Welltower in Q4 2015 and has held it in 38 quarters since.
- 1,230 funds tracked by Wall St. Rank held Welltower as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.