Simplex Trading
WELL icon

Simplex Trading’s Welltower WELL Stock Holding History

Simplex Trading’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,305
Closed -$1.11M – 10024
2023
Q4 		$1.11M Buy
+12,305
New +$1.07M ﹤0.01% 2916
2022
Q2 		– Sell
-20,701
Closed -$1.84M – 11228
2022
Q1 		$1.99M Buy
20,701
+16,855
+438% +$1.46M ﹤0.01% 2121
2021
Q4 		$329K Buy
+3,846
New +$321K ﹤0.01% 4414
2021
Q1 		– Sell
-22,830
Closed -$1.53M – 10162
2020
Q4 		$1.48M Buy
22,830
+5,704
+33% +$346K ﹤0.01% 2093
2020
Q3 		$943K Sell
17,126
-17,155
-50% -$942K ﹤0.01% 2292
2020
Q2 		$1.77M Buy
34,281
+10,021
+41% +$492K ﹤0.01% 1607
2020
Q1 		$1.11M Buy
+24,260
New +$1.79M ﹤0.01% 1783
2019
Q2 		– Sell
-1,600
Closed -$126K – 7873
2019
Q1 		$124K Sell
1,600
-13,002
-89% -$975K ﹤0.01% 4119
2018
Q4 		$1.01M Buy
14,602
+14,100
+2,809% +$959K ﹤0.01% 1613
2018
Q3 		$32K Buy
+502
New +$32.4K ﹤0.01% 5594
2017
Q3 		– Sell
-14,701
Closed -$1.07M – 6736
2017
Q2 		$1.1M Buy
+14,701
New +$1.07M 0.05% 329
2017
Q1 		– Sell
-977
Closed -$65.9K – 6859
2016
Q4 		$65K Buy
+977
New +$64.7K ﹤0.01% 1905
2016
Q2 		– Sell
-3,401
Closed -$242K – 6532
2016
Q1 		$235K Buy
+3,401
New +$219K 0.02% 788

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Simplex Trading's WELL Position: Q1 2024 in Review

Simplex Trading sold out of Welltower (WELL) in Q1 2024, closing a stake of 12,305 shares — an estimated $1.11M sold.

Simplex Trading first reported a position in WELL in Q1 2016 and held it in 13 quarters. The position peaked at $1.99M in Q1 2022. 963 funds tracked by Wall St. Rank hold WELL as of Q1 2024.

  • Simplex Trading reported no remaining Welltower position as of Q1 2024 after selling out during the quarter.
  • Simplex Trading sold 12,305 Welltower shares in Q1 2024, an estimated $1.11M.
  • Simplex Trading first reported a position in Welltower in Q1 2016 and held it in 13 quarters.
  • Simplex Trading's Welltower position peaked at $1.99M in Q1 2022.
  • 963 funds tracked by Wall St. Rank held Welltower as of Q1 2024.

Based on Simplex Trading's 13F filing for Q1 2024, filed 25 Apr 2024.