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 		$771K Sell
3,900
-46,300
-92% -$9.15M ﹤0.01% 2762
2025
Q4 		$9.32M Buy
50,200
+17,200
+52% +$3.21M 0.01% 894
2025
Q3 		$5.88M Sell
33,000
-32,800
-50% -$5.39M ﹤0.01% 1320
2025
Q2 		$10.1M Sell
65,800
-1,300
-2% -$194K 0.01% 884
2025
Q1 		$10.3M Buy
67,100
+17,000
+34% +$2.42M 0.01% 875
2024
Q4 		$6.31M Buy
50,100
+7,100
+17% +$932K ﹤0.01% 1310
2024
Q3 		$5.5M Buy
43,000
+28,700
+201% +$3.35M ﹤0.01% 1428
2024
Q2 		$1.49M Sell
14,300
-16,000
-53% -$1.57M ﹤0.01% 2491
2024
Q1 		$2.83M Sell
30,300
-5,500
-15% -$498K ﹤0.01% 2083
2023
Q4 		$3.23M Buy
35,800
+20,400
+132% +$1.77M ﹤0.01% 1932
2023
Q3 		$1.26M Sell
15,400
-14,700
-49% -$1.21M ﹤0.01% 2453
2023
Q2 		$2.43M Sell
30,100
-16,300
-35% -$1.26M ﹤0.01% 1814
2023
Q1 		$3.33M Sell
46,400
-206,800
-82% -$15M ﹤0.01% 1550
2022
Q4 		$16.6M Buy
253,200
+159,900
+171% +$10.3M 0.02% 629
2022
Q3 		$6M Buy
93,300
+9,000
+11% +$704K 0.01% 1075
2022
Q2 		$6.94M Buy
84,300
+1,000
+1% +$89K 0.01% 960
2022
Q1 		$8.01M Sell
83,300
-700
-0.8% -$60.8K 0.01% 953
2021
Q4 		$7.2M Buy
84,000
+58,200
+226% +$4.85M 0.01% 978
2021
Q3 		$2.16M Sell
25,800
-1,700
-6% -$146K ﹤0.01% 2049
2021
Q2 		$2.29M Buy
27,500
+27,264
+11,553% +$2.09M ﹤0.01% 1998
2021
Q1 		$1.69M Sell
236
-169
-42% -$11.3K ﹤0.01% 1808
2020
Q4 		$2.62M Sell
405
-440
-52% -$26.7K ﹤0.01% 1498
2020
Q3 		$4.66M Sell
845
-481
-36% -$26.4K 0.01% 915
2020
Q2 		$6.86M Buy
1,326
+592
+81% +$29.1K 0.01% 684
2020
Q1 		$3.36M Buy
734
+390
+113% +$28.8K 0.01% 919
2019
Q4 		$2.81M Sell
344
-305
-47% -$26.1K 0.01% 1204
2019
Q3 		$5.88M Buy
649
+551
+562% +$47.9K 0.02% 635
2019
Q2 		$798K Buy
98
+26
+36% +$2.04K ﹤0.01% 2114
2019
Q1 		$558K Buy
72
+15
+26% +$1.13K ﹤0.01% 2547
2018
Q4 		$395K Sell
57
-41
-42% -$2.79K ﹤0.01% 2447
2018
Q3 		$630K Buy
98
+5
+5% +$323 ﹤0.01% 2386
2018
Q2 		$583K Sell
93
-33
-26% -$1.84K ﹤0.01% 2306
2018
Q1 		$9K Buy
126
+92
+271% +$5.19K ﹤0.01% 4161
2017
Q4 		$3K Sell
34
-116
-77% -$7.79K ﹤0.01% 5004
2017
Q3 		$12K Sell
150
-4
-3% -$291 ﹤0.01% 3630
2017
Q2 		$10K Buy
154
+26
+20% +$1.9K ﹤0.01% 4007
2017
Q1 		$24K Sell
128
-13
-9% -$877 ﹤0.01% 3081
2016
Q4 		$12K Sell
141
-112
-44% -$7.42K ﹤0.01% 3587
2016
Q3 		$23K Buy
253
+71
+39% +$5.44K ﹤0.01% 2847
2016
Q2 		$15K Sell
182
-33
-15% -$2.34K ﹤0.01% 3189
2016
Q1 		$27K Buy
215
+184
+594% +$11.9K ﹤0.01% 2523
2015
Q4 		$3K Buy
31
+10
+48% +$653 ﹤0.01% 4327
2015
Q3 		$3K Buy
21
+7
+50% +$468 ﹤0.01% 4435
2015
Q2 		$11K Buy
14
+9
+180% +$645 ﹤0.01% 3002
2015
Q1 		$1K Sell
5
-69
-93% -$5.43K ﹤0.01% 4635
2014
Q4 		$3K Buy
+74
New +$5.28K ﹤0.01% 3547

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.