Sumitomo Mitsui Trust Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503M | Buy |
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|
2025
Q1 | $476M | Buy |
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|
2024
Q4 | $392M | Buy |
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|
2024
Q3 | $373M | Buy |
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|
2024
Q2 | $273M | Buy |
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|
2024
Q1 | $231M | Buy |
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|
2023
Q4 | $221M | Buy |
|
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|
2023
Q3 | $190M | Sell |
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|
2023
Q2 | $212M | Sell |
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|
2023
Q1 | $196M | Sell |
|
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|
2022
Q4 | $197M | Sell |
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|
2022
Q3 | $197M | Buy |
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|
2022
Q2 | $240M | Buy |
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|
2022
Q1 | $256M | Buy |
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|
2021
Q4 | $196M | Sell |
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|
2021
Q3 | $217M | Buy |
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|
2021
Q2 | $216M | Sell |
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|
2021
Q1 | $242M | Sell |
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|
2020
Q4 | $249M | Sell |
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|
2020
Q3 | $252M | Buy |
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|
2020
Q2 | $233M | Sell |
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|
2020
Q1 | $216M | Buy |
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|
2019
Q4 | $188M | Buy |
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|
2019
Q3 | $188M | Buy |
|
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|
2019
Q2 | $156M | Buy |
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|
2019
Q1 | $127M | Sell |
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|
2018
Q4 | $121M | Buy |
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|
2018
Q3 | $97.8M | Buy |
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|
2018
Q2 | $93.4M | Buy |
|
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|
2018
Q1 | $76.6M | Buy |
|
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|
2017
Q4 | $89.2M | Buy |
|
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|
2017
Q3 | $96.4M | Buy |
|
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|
2017
Q2 | $97.6M | Buy |
|
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|
2017
Q1 | $90.8M | Sell |
|
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|
2016
Q4 | $86.2M | Buy |
|
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|
2016
Q3 | $94.9M | Buy |
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|
2016
Q2 | $95.6M | Sell |
|
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|
2016
Q1 | $87.7M | Buy |
|
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|
2015
Q4 | $82.7M | Sell |
|
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|
2015
Q3 | $85.2M | Buy |
|
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|
2015
Q2 | $82.1M | Buy |
|
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|
2015
Q1 | $91.6M | Buy |
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|
2014
Q4 | $80.3M | Buy |
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|
2014
Q3 | $64.4M | Buy |
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|
2014
Q2 | $59.5M | Sell |
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|
2014
Q1 | $56.8M | Buy |
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|
2013
Q4 | $50.4M | Sell |
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|
2013
Q3 | $59.4M | Buy |
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|
2013
Q2 | $62M | Buy |
|