State of Wisconsin Investment Board’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $56.9M | Buy |
370,321
+5,729
| +2% | +$881K | 0.14% | 119 |
|
2025
Q1 | $55.9M | Buy |
364,592
+11,615
| +3% | +$1.78M | 0.14% | 120 |
|
2024
Q4 | $44.5M | Sell |
352,977
-20,131
| -5% | -$2.54M | 0.11% | 153 |
|
2024
Q3 | $47.8M | Buy |
373,108
+22,692
| +6% | +$2.91M | 0.12% | 150 |
|
2024
Q2 | $36.5M | Sell |
350,416
-28,050
| -7% | -$2.92M | 0.1% | 178 |
|
2024
Q1 | $35.4M | Buy |
378,466
+22,086
| +6% | +$2.06M | 0.09% | 190 |
|
2023
Q4 | $32.1M | Buy |
356,380
+36,056
| +11% | +$3.25M | 0.09% | 197 |
|
2023
Q3 | $26.2M | Sell |
320,324
-122,506
| -28% | -$10M | 0.08% | 227 |
|
2023
Q2 | $35.8M | Sell |
442,830
-34,926
| -7% | -$2.83M | 0.1% | 191 |
|
2023
Q1 | $34.3M | Buy |
477,756
+137,094
| +40% | +$9.83M | 0.1% | 188 |
|
2022
Q4 | $22.3M | Sell |
340,662
-33,024
| -9% | -$2.16M | 0.07% | 281 |
|
2022
Q3 | $24M | Sell |
373,686
-119,766
| -24% | -$7.7M | 0.08% | 264 |
|
2022
Q2 | $40.6M | Sell |
493,452
-39,184
| -7% | -$3.23M | 0.11% | 191 |
|
2022
Q1 | $51.2M | Buy |
532,636
+42,494
| +9% | +$4.09M | 0.11% | 187 |
|
2021
Q4 | $42M | Sell |
490,142
-2,980
| -0.6% | -$256K | 0.08% | 268 |
|
2021
Q3 | $40.6M | Buy |
493,122
+174,829
| +55% | +$14.4M | 0.08% | 260 |
|
2021
Q2 | $26.5M | Sell |
318,293
-4,953
| -2% | -$412K | 0.05% | 362 |
|
2021
Q1 | $23.2M | Sell |
323,246
-20,966
| -6% | -$1.5M | 0.05% | 392 |
|
2020
Q4 | $22.2M | Sell |
344,212
-28,411
| -8% | -$1.84M | 0.05% | 384 |
|
2020
Q3 | $20.5M | Buy |
372,623
+17,415
| +5% | +$959K | 0.05% | 366 |
|
2020
Q2 | $18.4M | Buy |
355,208
+30,396
| +9% | +$1.57M | 0.05% | 371 |
|
2020
Q1 | $14.9M | Sell |
324,812
-79,585
| -20% | -$3.64M | 0.05% | 385 |
|
2019
Q4 | $33.1M | Sell |
404,397
-37,114
| -8% | -$3.04M | 0.08% | 256 |
|
2019
Q3 | $40M | Sell |
441,511
-1,888
| -0.4% | -$171K | 0.11% | 204 |
|
2019
Q2 | $36.2M | Sell |
443,399
-5,784
| -1% | -$472K | 0.1% | 222 |
|
2019
Q1 | $34.9M | Buy |
449,183
+45,765
| +11% | +$3.55M | 0.1% | 223 |
|
2018
Q4 | $28M | Sell |
403,418
-2,790
| -0.7% | -$194K | 0.09% | 242 |
|
2018
Q3 | $26.1M | Sell |
406,208
-12,448
| -3% | -$801K | 0.07% | 280 |
|
2018
Q2 | $26.2M | Sell |
418,656
-30,879
| -7% | -$1.94M | 0.08% | 279 |
|
2018
Q1 | $24.5M | Sell |
449,535
-20,833
| -4% | -$1.13M | 0.07% | 305 |
|
2017
Q4 | $30M | Buy |
470,368
+2,742
| +0.6% | +$175K | 0.08% | 272 |
|
2017
Q3 | $32.9M | Buy |
467,626
+28,259
| +6% | +$1.99M | 0.1% | 232 |
|
2017
Q2 | $32.9M | Buy |
439,367
+79,200
| +22% | +$5.93M | 0.11% | 221 |
|
2017
Q1 | $25.5M | Buy |
360,167
+48,415
| +16% | +$3.43M | 0.1% | 232 |
|
2016
Q4 | $20.9M | Sell |
311,752
-34,635
| -10% | -$2.32M | 0.09% | 237 |
|
2016
Q3 | $25.9M | Sell |
346,387
-6,900
| -2% | -$516K | 0.1% | 230 |
|
2016
Q2 | $26.9M | Sell |
353,287
-11,520
| -3% | -$877K | 0.11% | 203 |
|
2016
Q1 | $25.3M | Sell |
364,807
-9,540
| -3% | -$662K | 0.1% | 220 |
|
2015
Q4 | $25.5M | Sell |
374,347
-2,650
| -0.7% | -$180K | 0.1% | 229 |
|
2015
Q3 | $25.5M | Sell |
376,997
-6,530
| -2% | -$442K | 0.1% | 238 |
|
2015
Q2 | $25.2M | Buy |
383,527
+2,160
| +0.6% | +$142K | 0.09% | 272 |
|
2015
Q1 | $29.5M | Buy |
381,367
+17,620
| +5% | +$1.36M | 0.1% | 240 |
|
2014
Q4 | $27.5M | Buy |
363,747
+13,020
| +4% | +$985K | 0.09% | 257 |
|
2014
Q3 | $21.9M | Buy |
350,727
+28,170
| +9% | +$1.76M | 0.08% | 298 |
|
2014
Q2 | $20.2M | Buy |
322,557
+28,250
| +10% | +$1.77M | 0.07% | 335 |
|
2014
Q1 | $17.5M | Buy |
294,307
+1,060
| +0.4% | +$63.2K | 0.07% | 354 |
|
2013
Q4 | $15.7M | Sell |
293,247
-135,290
| -32% | -$7.25M | 0.06% | 382 |
|
2013
Q3 | $26.7M | Sell |
428,537
-25,920
| -6% | -$1.62M | 0.11% | 217 |
|
2013
Q2 | $30.5M | Buy |
+454,457
| New | +$30.5M | 0.13% | 184 |
|