Victory Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $68M | Buy |
442,332
+88,554
| +25% | +$13.6M | 0.04% | 424 |
|
2025
Q1 | $54.2M | Buy |
353,778
+6,792
| +2% | +$1.04M | 0.06% | 429 |
|
2024
Q4 | $43.7M | Sell |
346,986
-16,392
| -5% | -$2.07M | 0.04% | 509 |
|
2024
Q3 | $46.5M | Buy |
363,378
+125,046
| +52% | +$16M | 0.04% | 494 |
|
2024
Q2 | $24.8M | Buy |
238,332
+3,980
| +2% | +$415K | 0.02% | 725 |
|
2024
Q1 | $21.9M | Buy |
234,352
+1,592
| +0.7% | +$149K | 0.02% | 781 |
|
2023
Q4 | $21M | Sell |
232,760
-24,141
| -9% | -$2.18M | 0.02% | 758 |
|
2023
Q3 | $21M | Buy |
256,901
+20,158
| +9% | +$1.65M | 0.02% | 738 |
|
2023
Q2 | $19.2M | Sell |
236,743
-10,313
| -4% | -$834K | 0.02% | 784 |
|
2023
Q1 | $17.7M | Sell |
247,056
-15,070
| -6% | -$1.08M | 0.02% | 831 |
|
2022
Q4 | $17.2M | Sell |
262,126
-163,581
| -38% | -$10.7M | 0.02% | 829 |
|
2022
Q3 | $27.4M | Buy |
425,707
+8,611
| +2% | +$554K | 0.03% | 676 |
|
2022
Q2 | $34.3M | Buy |
417,096
+10,422
| +3% | +$858K | 0.04% | 610 |
|
2022
Q1 | $37.3M | Buy |
406,674
+30,331
| +8% | +$2.78M | 0.04% | 647 |
|
2021
Q4 | $32.3M | Buy |
376,343
+2,953
| +0.8% | +$253K | 0.03% | 738 |
|
2021
Q3 | $30.8M | Buy |
373,390
+5,713
| +2% | +$471K | 0.03% | 720 |
|
2021
Q2 | $30.6M | Sell |
367,677
-5,649
| -2% | -$469K | 0.03% | 747 |
|
2021
Q1 | $26.7M | Sell |
373,326
-23,230
| -6% | -$1.66M | 0.03% | 795 |
|
2020
Q4 | $25.6M | Buy |
396,556
+31,678
| +9% | +$2.05M | 0.03% | 775 |
|
2020
Q3 | $20.1M | Sell |
364,878
-16,403
| -4% | -$904K | 0.03% | 797 |
|
2020
Q2 | $19.7M | Sell |
381,281
-391,795
| -51% | -$20.3M | 0.03% | 785 |
|
2020
Q1 | $35.4M | Buy |
773,076
+426,859
| +123% | +$19.5M | 0.03% | 708 |
|
2019
Q4 | $28.3M | Buy |
346,217
+9,427
| +3% | +$771K | 0.03% | 710 |
|
2019
Q3 | $30.5M | Buy |
336,790
+291,527
| +644% | +$26.4M | 0.04% | 638 |
|
2019
Q2 | $3.69M | Buy |
45,263
+4,286
| +10% | +$349K | 0.01% | 982 |
|
2019
Q1 | $3.18M | Sell |
40,977
-3,547
| -8% | -$275K | 0.01% | 973 |
|
2018
Q4 | $3.09M | Sell |
44,524
-22,553
| -34% | -$1.57M | 0.01% | 929 |
|
2018
Q3 | $4.32M | Sell |
67,077
-747
| -1% | -$48.1K | 0.01% | 902 |
|
2018
Q2 | $4.25M | Buy |
67,824
+17,658
| +35% | +$1.11M | 0.01% | 881 |
|
2018
Q1 | $2.73M | Sell |
50,166
-1,588
| -3% | -$86.4K | 0.01% | 981 |
|
2017
Q4 | $3.3M | Sell |
51,754
-1,515
| -3% | -$96.6K | 0.01% | 891 |
|
2017
Q3 | $3.74M | Sell |
53,269
-4,178
| -7% | -$294K | 0.01% | 848 |
|
2017
Q2 | $4.3M | Sell |
57,447
-8,040
| -12% | -$602K | 0.01% | 827 |
|
2017
Q1 | $4.64M | Sell |
65,487
-2,634
| -4% | -$187K | 0.01% | 814 |
|
2016
Q4 | $4.56M | Buy |
68,121
+8,256
| +14% | +$553K | 0.01% | 803 |
|
2016
Q3 | $4.48M | Sell |
59,865
-4,918
| -8% | -$368K | 0.01% | 778 |
|
2016
Q2 | $4.94M | Sell |
64,783
-5,548
| -8% | -$423K | 0.02% | 572 |
|
2016
Q1 | $4.88M | Sell |
70,331
-5,492
| -7% | -$381K | 0.02% | 567 |
|
2015
Q4 | $5.16M | Buy |
75,823
+21,392
| +39% | +$1.46M | 0.02% | 541 |
|
2015
Q3 | $3.69M | Sell |
54,431
-15,892
| -23% | -$1.08M | 0.02% | 573 |
|
2015
Q2 | $4.62M | Sell |
70,323
-143
| -0.2% | -$9.39K | 0.02% | 564 |
|
2015
Q1 | $5.45M | Sell |
70,466
-7,332
| -9% | -$567K | 0.02% | 531 |
|
2014
Q4 | $5.89M | Buy |
+77,798
| New | +$5.89M | 0.02% | 530 |
|
2013
Q4 | – | Sell |
-128
| Closed | -$7K | – | 1120 |
|
2013
Q3 | $7K | Buy |
+128
| New | +$7K | ﹤0.01% | 1088 |
|