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
2026
Q1 		$4.78M Sell
24,200
-4,200
-15% -$830K ﹤0.01% 1141
2025
Q4 		$5.27M Buy
28,400
+12,500
+79% +$2.33M ﹤0.01% 1226
2025
Q3 		$2.83M Sell
15,900
-900
-5% -$148K ﹤0.01% 1979
2025
Q2 		$2.58M Sell
16,800
-38,300
-70% -$5.72M ﹤0.01% 1885
2025
Q1 		$8.44M Sell
55,100
-68,000
-55% -$9.69M 0.01% 980
2024
Q4 		$15.5M Sell
123,100
-31,500
-20% -$4.13M 0.01% 771
2024
Q3 		$19.8M Buy
154,600
+82,700
+115% +$9.65M 0.01% 659
2024
Q2 		$7.5M Sell
71,900
-28,100
-28% -$2.75M ﹤0.01% 1194
2024
Q1 		$9.34M Buy
100,000
+21,500
+27% +$1.95M 0.01% 1166
2023
Q4 		$7.08M Buy
78,500
+200
+0.3% +$17.4K ﹤0.01% 1325
2023
Q3 		$6.41M Buy
78,300
+11,300
+17% +$929K 0.01% 1181
2023
Q2 		$5.42M Buy
67,000
+8,600
+15% +$663K ﹤0.01% 1264
2023
Q1 		$4.19M Buy
58,400
+10,300
+21% +$747K ﹤0.01% 1419
2022
Q4 		$3.15M Buy
48,100
+22,400
+87% +$1.44M ﹤0.01% 1529
2022
Q3 		$1.65M Sell
25,700
-96,000
-79% -$7.5M ﹤0.01% 2130
2022
Q2 		$10M Buy
121,700
+75,200
+162% +$6.69M 0.01% 791
2022
Q1 		$4.47M Buy
46,500
+15,300
+49% +$1.33M ﹤0.01% 1344
2021
Q4 		$2.68M Sell
31,200
-38,600
-55% -$3.22M ﹤0.01% 1739
2021
Q3 		$5.84M Sell
69,800
-400
-0.6% -$34.4K 0.01% 1072
2021
Q2 		$5.83M Buy
70,200
+69,627
+12,151% +$5.33M 0.01% 1053
2021
Q1 		$4.1M Buy
573
+179
+45% +$12K 0.01% 977
2020
Q4 		$2.55M Sell
394
-404
-51% -$24.5K ﹤0.01% 1523
2020
Q3 		$4.4M Buy
798
+30
+4% +$1.65K 0.01% 949
2020
Q2 		$3.97M Buy
768
+467
+155% +$23K 0.01% 998
2020
Q1 		$1.38M Buy
301
+162
+117% +$12K ﹤0.01% 1595
2019
Q4 		$1.14M Sell
139
-206
-60% -$17.6K ﹤0.01% 1981
2019
Q3 		$3.13M Sell
345
-72
-17% -$6.26K 0.01% 988
2019
Q2 		$3.4M Buy
417
+227
+119% +$17.8K 0.01% 932
2019
Q1 		$1.47M Buy
190
+80
+73% +$6K ﹤0.01% 1641
2018
Q4 		$763K Buy
110
+43
+64% +$2.93K ﹤0.01% 1869
2018
Q3 		$430K Sell
67
-110
-62% -$7.11K ﹤0.01% 2789
2018
Q2 		$1.11M Sell
177
-77
-30% -$4.29K ﹤0.01% 1699
2018
Q1 		$24K Sell
254
-163
-39% -$9.2K ﹤0.01% 3188
2017
Q4 		$12K Buy
417
+245
+142% +$16.4K ﹤0.01% 3757
2017
Q3 		$33K Sell
172
-114
-40% -$8.29K ﹤0.01% 2692
2017
Q2 		$97K Sell
286
-429
-60% -$31.4K ﹤0.01% 1785
2017
Q1 		$198K Sell
715
-6
-0.8% -$405 0.01% 1212
2016
Q4 		$111K Sell
721
-2
-0.3% -$132 0.01% 1451
2016
Q3 		$57K Sell
723
-116
-14% -$8.88K ﹤0.01% 1996
2016
Q2 		$118K Buy
839
+593
+241% +$42.1K 0.01% 1365
2016
Q1 		$45K Buy
246
+223
+970% +$14.4K ﹤0.01% 2045
2015
Q4 		$17K Sell
23
-47
-67% -$3.07K ﹤0.01% 2852
2015
Q3 		$24K Buy
70
+45
+180% +$3K ﹤0.01% 2625
2015
Q2 		$11K Sell
25
-1
-4% -$72 ﹤0.01% 3001
2015
Q1 		$27K Sell
26
-41
-61% -$3.23K ﹤0.01% 2086
2014
Q4 		$31K Buy
+67
New +$4.78K ﹤0.01% 1726

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. 962 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.
  • 962 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.