Wellington Management 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 | $3.1B | Sell |
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|
2025
Q1 | $3.26B | Buy |
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|
2024
Q4 | $2.35B | Sell |
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|
2024
Q3 | $2.39B | Buy |
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|
2024
Q2 | $1.76B | Buy |
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|
2024
Q1 | $1.55B | Buy |
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|
2023
Q4 | $1.46B | Sell |
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|
2023
Q3 | $2.2B | Sell |
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|
2023
Q2 | $2.19B | Buy |
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|
2023
Q1 | $1.68B | Sell |
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|
2022
Q4 | $1.58B | Sell |
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|
2022
Q3 | $1.67B | Buy |
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|
2022
Q2 | $1.48B | Buy |
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|
2022
Q1 | $1.33B | Buy |
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|
2021
Q4 | $352M | Sell |
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|
2021
Q3 | $359M | Buy |
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|
2021
Q2 | $247M | Buy |
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|
2021
Q1 | $61.2M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $481K | Sell |
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|
2019
Q4 | $1.05M | Sell |
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|
2019
Q3 | $2.74M | Sell |
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|
2019
Q2 | $3.28M | Sell |
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|
2019
Q1 | $18.6M | Buy |
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|
2018
Q4 | $16.2M | Buy |
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|
2018
Q3 | $15M | Sell |
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|
2018
Q2 | $36.8M | Sell |
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|
2018
Q1 | $32.1M | Buy |
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|
2017
Q4 | $29.7M | Buy |
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|
2017
Q3 | $896K | Hold |
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|
2017
Q2 | $954K | Hold |
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|
2017
Q1 | $903K | Sell |
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|
2016
Q4 | $1.05M | Buy |
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|
2016
Q3 | $1.1M | Sell |
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|
2016
Q2 | $1.74M | Sell |
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|
2016
Q1 | $9.94M | Sell |
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|
2015
Q4 | $18M | Sell |
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|
2015
Q3 | $24.3M | Sell |
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|
2015
Q2 | $57.3M | Sell |
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|
2015
Q1 | $78.4M | Buy |
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|
2014
Q4 | $23M | Sell |
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|
2014
Q3 | $19.4M | Sell |
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|
2014
Q2 | $22.8M | Sell |
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|
2014
Q1 | $25.5M | Sell |
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|
2013
Q4 | $23M | Buy |
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|
2013
Q3 | $23.9M | Buy |
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|
2013
Q2 | $17.8M | Buy |
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