Twin Tree Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-77,600
| Closed | -$6.66M | – | 1945 |
|
|
2021
Q4 | $6.66M | Sell |
77,600
-128,800
| -62% | -$10.7M | 0.01% | 751 |
|
|
2021
Q3 | $17M | Sell |
206,400
-297,200
| -59% | -$25.5M | 0.04% | 415 |
|
|
2021
Q2 | $41.8M | Sell |
503,600
-49,800
| -9% | -$3.81M | 0.11% | 188 |
|
|
2021
Q1 | $39.6M | Buy |
553,400
+512,200
| +1,243% | +$34.4M | 0.15% | 151 |
|
|
2020
Q4 | $2.66M | Sell |
41,200
-3,700
| -8% | -$225K | 0.01% | 785 |
|
|
2020
Q3 | $2.47M | Sell |
44,900
-103,300
| -70% | -$5.67M | 0.01% | 725 |
|
|
2020
Q2 | $7.67M | Buy |
148,200
+143,100
| +2,806% | +$7.03M | 0.03% | 530 |
|
|
2020
Q1 | $233K | Buy |
+5,100
| New | +$376K | ﹤0.01% | 1050 |
|
|
2019
Q3 | – | Sell |
-10,800
| Closed | -$881K | – | 1542 |
|
|
2019
Q2 | $881K | Sell |
10,800
-9,900
| -48% | -$778K | ﹤0.01% | 831 |
|
|
2019
Q1 | $1.61M | Sell |
20,700
-95,500
| -82% | -$7.16M | 0.01% | 724 |
|
|
2018
Q4 | $8.06M | Buy |
+116,200
| New | +$7.91M | 0.05% | 379 |
|
|
2018
Q1 | – | Sell |
-9,000
| Closed | -$574K | – | 1332 |
|
|
2017
Q4 | $574K | Hold |
9,000
| – | – | ﹤0.01% | 787 |
|
|
2017
Q3 | $633K | Buy |
9,000
+7,500
| +500% | +$545K | 0.01% | 736 |
|
|
2017
Q2 | $112K | Buy |
+1,500
| New | +$110K | ﹤0.01% | 839 |
|
|
2017
Q1 | – | Sell |
-6,200
| Closed | -$415K | – | 1291 |
|
|
2016
Q4 | $415K | Hold |
6,200
| – | – | ﹤0.01% | 908 |
|
|
2016
Q3 | $464K | Sell |
6,200
-57,000
| -90% | -$4.36M | 0.01% | 836 |
|
|
2016
Q2 | $4.81M | Sell |
63,200
-25,600
| -29% | -$1.82M | 0.08% | 265 |
|
|
2016
Q1 | $6.16M | Buy |
88,800
+74,900
| +539% | +$4.83M | 0.12% | 190 |
|
|
2015
Q4 | $946K | Buy |
13,900
+2,100
| +18% | +$137K | 0.02% | 674 |
|
|
2015
Q3 | $799K | Buy |
+11,800
| New | +$788K | 0.02% | 617 |
|
|
2015
Q2 | – | Sell |
-19,200
| Closed | -$1.49M | – | 1472 |
|
|
2015
Q1 | $1.49M | Buy |
+19,200
| New | +$1.51M | 0.04% | 480 |
|
|
2014
Q4 | – | Sell |
-1,100
| Closed | -$69K | – | 1210 |
|
|
2014
Q3 | $69K | Sell |
1,100
-1,700
| -61% | -$110K | ﹤0.01% | 916 |
|
|
2014
Q2 | $175K | Buy |
+2,800
| New | +$176K | ﹤0.01% | 799 |
|
|
2014
Q1 | – | Sell |
-46,900
| Closed | -$2.51M | – | 1062 |
|
|
2013
Q4 | $2.51M | Buy |
46,900
+20,900
| +80% | +$1.24M | 0.06% | 346 |
|
|
2013
Q3 | $1.62M | Buy |
+26,000
| New | +$1.65M | 0.05% | 365 |
|
Other funds holding WELL
Twin Tree Management's WELL Position: Q2 2025 in Review
Twin Tree Management sold out of Welltower (WELL) in Q2 2025, closing a stake of 55,517 shares — an estimated $8.51M sold.
Twin Tree Management first reported a position in WELL in Q4 2013 and held it in 11 quarters. The position peaked at $18.2M in Q3 2024. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.
- Twin Tree Management reported no remaining Welltower position as of Q2 2025 after selling out during the quarter.
- Twin Tree Management sold 55,517 Welltower shares in Q2 2025, an estimated $8.51M.
- Twin Tree Management first reported a position in Welltower in Q4 2013 and held it in 11 quarters.
- Twin Tree Management's Welltower position peaked at $18.2M in Q3 2024.
- 1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.
Based on Twin Tree Management's 13F filing for Q2 2025, filed 28 Jul 2025.