Sumitomo Life Insurance’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
15,137
-942
| -6% | -$145K | 0.16% | 107 |
|
|
2025
Q1 | $2.46M | Sell |
16,079
-181
| -1% | -$27.7K | 0.09% | 97 |
|
|
2024
Q4 | $2.05M | Sell |
16,260
-412
| -2% | -$51.9K | 0.04% | 117 |
|
|
2024
Q3 | $2.13M | Buy |
16,672
+385
| +2% | +$49.3K | 0.04% | 110 |
|
|
2024
Q2 | $1.7M | Sell |
16,287
-2,103
| -11% | -$219K | 0.04% | 131 |
|
|
2024
Q1 | $1.72M | Sell |
18,390
-724
| -4% | -$67.7K | 0.04% | 139 |
|
|
2023
Q4 | $1.72M | Sell |
19,114
-973
| -5% | -$87.7K | 0.05% | 130 |
|
|
2023
Q3 | $1.65M | Sell |
20,087
-260
| -1% | -$21.3K | 0.05% | 110 |
|
|
2023
Q2 | $1.65M | Sell |
20,347
-1,997
| -9% | -$162K | 0.07% | 117 |
|
|
2023
Q1 | $1.6M | Sell |
22,344
-164
| -0.7% | -$11.8K | 0.13% | 119 |
|
|
2022
Q4 | $1.48M | Sell |
22,508
-472
| -2% | -$30.9K | 0.11% | 127 |
|
|
2022
Q3 | $1.48M | Buy |
22,980
+8,353
| +57% | +$537K | 0.06% | 123 |
|
|
2022
Q2 | $1.21M | Buy |
14,627
+386
| +3% | +$31.8K | 0.03% | 164 |
|
|
2022
Q1 | $1.37M | Sell |
14,241
-521
| -4% | -$50.1K | 0.03% | 167 |
|
|
2021
Q4 | $1.27M | Sell |
14,762
-396
| -3% | -$34K | 0.03% | 188 |
|
|
2021
Q3 | $1.25M | Sell |
15,158
-639
| -4% | -$52.7K | 0.03% | 184 |
|
|
2021
Q2 | $1.31M | Sell |
15,797
-2,476
| -14% | -$206K | 0.04% | 186 |
|
|
2021
Q1 | $1.31M | Sell |
18,273
-751
| -4% | -$53.8K | 0.05% | 205 |
|
|
2020
Q4 | $1.23M | Sell |
19,024
-2,123
| -10% | -$137K | 0.05% | 201 |
|
|
2020
Q3 | $1.17M | Sell |
21,147
-1,573
| -7% | -$86.7K | 0.05% | 192 |
|
|
2020
Q2 | $1.18M | Sell |
22,720
-1,434
| -6% | -$74.2K | 0.06% | 192 |
|
|
2020
Q1 | $1.11M | Buy |
24,154
+325
| +1% | +$14.9K | 0.08% | 180 |
|
|
2019
Q4 | $1.95M | Buy |
23,829
+1,343
| +6% | +$110K | 0.22% | 133 |
|
|
2019
Q3 | $2.04M | Sell |
22,486
-2,882
| -11% | -$261K | 0.27% | 112 |
|
|
2019
Q2 | $2.07M | Buy |
25,368
+1,008
| +4% | +$82.2K | 0.24% | 118 |
|
|
2019
Q1 | $1.89M | Buy |
24,360
+4,466
| +22% | +$347K | 0.25% | 124 |
|
|
2018
Q4 | $1.38M | Buy |
19,894
+488
| +3% | +$33.9K | 0.19% | 160 |
|
|
2018
Q3 | $1.25M | Sell |
19,406
-461
| -2% | -$29.6K | 0.15% | 208 |
|
|
2018
Q2 | $1.25M | Buy |
19,867
+975
| +5% | +$61.1K | 0.15% | 202 |
|
|
2018
Q1 | $1.03M | Sell |
18,892
-879
| -4% | -$47.8K | 0.14% | 225 |
|
|
2017
Q4 | $1.26M | Buy |
19,771
+7,570
| +62% | +$483K | 0.16% | 212 |
|
|
2017
Q3 | $857K | Sell |
12,201
-213
| -2% | -$15K | 0.11% | 237 |
|
|
2017
Q2 | $929K | Buy |
12,414
+523
| +4% | +$39.1K | 0.12% | 234 |
|
|
2017
Q1 | $842K | Sell |
11,891
-738
| -6% | -$52.3K | 0.12% | 236 |
|
|
2016
Q4 | $845K | Buy |
12,629
+281
| +2% | +$18.8K | 0.12% | 233 |
|
|
2016
Q3 | $923K | Buy |
+12,348
| New | +$923K | 0.14% | 237 |
|