Sumitomo Mitsui Trust Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503M | Buy |
3,270,331
+162,508
| +5% | +$25M | 0.31% | 64 |
|
|
2025
Q1 | $476M | Buy |
3,107,823
+1,157
| +0% | +$177K | 0.34% | 55 |
|
|
2024
Q4 | $392M | Buy |
3,106,666
+192,303
| +7% | +$24.2M | 0.26% | 73 |
|
|
2024
Q3 | $373M | Buy |
2,914,363
+291,839
| +11% | +$37.4M | 0.26% | 81 |
|
|
2024
Q2 | $273M | Buy |
2,622,524
+145,142
| +6% | +$15.1M | 0.2% | 99 |
|
|
2024
Q1 | $231M | Buy |
2,477,382
+30,688
| +1% | +$2.87M | 0.16% | 139 |
|
|
2023
Q4 | $221M | Buy |
2,446,694
+126,949
| +5% | +$11.4M | 0.16% | 138 |
|
|
2023
Q3 | $190M | Sell |
2,319,745
-301,404
| -11% | -$24.7M | 0.16% | 134 |
|
|
2023
Q2 | $212M | Sell |
2,621,149
-117,056
| -4% | -$9.47M | 0.17% | 133 |
|
|
2023
Q1 | $196M | Sell |
2,738,205
-261,354
| -9% | -$18.7M | 0.15% | 156 |
|
|
2022
Q4 | $197M | Sell |
2,999,559
-60,526
| -2% | -$3.97M | 0.16% | 144 |
|
|
2022
Q3 | $197M | Buy |
3,060,085
+148,694
| +5% | +$9.56M | 0.16% | 138 |
|
|
2022
Q2 | $240M | Buy |
2,911,391
+249,143
| +9% | +$20.5M | 0.18% | 117 |
|
|
2022
Q1 | $256M | Buy |
2,662,248
+382,159
| +17% | +$36.7M | 0.17% | 126 |
|
|
2021
Q4 | $196M | Sell |
2,280,089
-354,511
| -13% | -$30.4M | 0.12% | 187 |
|
|
2021
Q3 | $217M | Buy |
2,634,600
+33,093
| +1% | +$2.73M | 0.14% | 165 |
|
|
2021
Q2 | $216M | Sell |
2,601,507
-775,399
| -23% | -$64.4M | 0.13% | 179 |
|
|
2021
Q1 | $242M | Sell |
3,376,906
-477,323
| -12% | -$34.2M | 0.15% | 152 |
|
|
2020
Q4 | $249M | Sell |
3,854,229
-720,209
| -16% | -$46.5M | 0.16% | 139 |
|
|
2020
Q3 | $252M | Buy |
4,574,438
+68,924
| +2% | +$3.8M | 0.17% | 136 |
|
|
2020
Q2 | $233M | Sell |
4,505,514
-203,165
| -4% | -$10.5M | 0.16% | 137 |
|
|
2020
Q1 | $216M | Buy |
4,708,679
+2,404,538
| +104% | +$110M | 0.19% | 122 |
|
|
2019
Q4 | $188M | Buy |
2,304,141
+226,069
| +11% | +$18.5M | 0.15% | 152 |
|
|
2019
Q3 | $188M | Buy |
2,078,072
+167,044
| +9% | +$15.1M | 0.16% | 141 |
|
|
2019
Q2 | $156M | Buy |
1,911,028
+276,579
| +17% | +$22.5M | 0.14% | 168 |
|
|
2019
Q1 | $127M | Sell |
1,634,449
-114,860
| -7% | -$8.91M | 0.12% | 196 |
|
|
2018
Q4 | $121M | Buy |
1,749,309
+228,265
| +15% | +$15.8M | 0.13% | 179 |
|
|
2018
Q3 | $97.8M | Buy |
1,521,044
+31,777
| +2% | +$2.04M | 0.11% | 214 |
|
|
2018
Q2 | $93.4M | Buy |
1,489,267
+81,791
| +6% | +$5.13M | 0.11% | 208 |
|
|
2018
Q1 | $76.6M | Buy |
1,407,476
+9,104
| +0.7% | +$496K | 0.1% | 227 |
|
|
2017
Q4 | $89.2M | Buy |
1,398,372
+26,492
| +2% | +$1.69M | 0.12% | 199 |
|
|
2017
Q3 | $96.4M | Buy |
1,371,880
+68,249
| +5% | +$4.8M | 0.14% | 176 |
|
|
2017
Q2 | $97.6M | Buy |
1,303,631
+21,255
| +2% | +$1.59M | 0.14% | 172 |
|
|
2017
Q1 | $90.8M | Sell |
1,282,376
-6,020
| -0.5% | -$426K | 0.14% | 171 |
|
|
2016
Q4 | $86.2M | Buy |
1,288,396
+19,112
| +2% | +$1.28M | 0.14% | 168 |
|
|
2016
Q3 | $94.9M | Buy |
1,269,284
+14,590
| +1% | +$1.09M | 0.16% | 155 |
|
|
2016
Q2 | $95.6M | Sell |
1,254,694
-10,072
| -0.8% | -$767K | 0.16% | 144 |
|
|
2016
Q1 | $87.7M | Buy |
1,264,766
+54,749
| +5% | +$3.8M | 0.15% | 153 |
|
|
2015
Q4 | $82.7M | Sell |
1,210,017
-48,573
| -4% | -$3.32M | 0.15% | 154 |
|
|
2015
Q3 | $85.2M | Buy |
1,258,590
+6,966
| +0.6% | +$472K | 0.17% | 143 |
|
|
2015
Q2 | $82.1M | Buy |
1,251,624
+67,998
| +6% | +$4.46M | 0.15% | 163 |
|
|
2015
Q1 | $91.6M | Buy |
1,183,626
+136,364
| +13% | +$10.5M | 0.17% | 142 |
|
|
2014
Q4 | $80.3M | Buy |
1,047,262
+14,058
| +1% | +$1.08M | 0.16% | 153 |
|
|
2014
Q3 | $64.4M | Buy |
1,033,204
+83,476
| +9% | +$5.21M | 0.13% | 190 |
|
|
2014
Q2 | $59.5M | Sell |
949,728
-3,024
| -0.3% | -$190K | 0.12% | 202 |
|
|
2014
Q1 | $56.8M | Buy |
952,752
+8,802
| +0.9% | +$525K | 0.12% | 204 |
|
|
2013
Q4 | $50.4M | Sell |
943,950
-7,565
| -0.8% | -$404K | 0.1% | 224 |
|
|
2013
Q3 | $59.4M | Buy |
951,515
+27,047
| +3% | +$1.69M | 0.13% | 186 |
|
|
2013
Q2 | $62M | Buy |
+924,468
| New | +$62M | 0.14% | 164 |
|