Wells Fargo’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195M | Buy |
1,271,511
+227,714
| +22% | +$35M | 0.04% | 342 |
|
|
2025
Q1 | $160M | Buy |
1,043,797
+1,393
| +0.1% | +$213K | 0.04% | 347 |
|
|
2024
Q4 | $131M | Sell |
1,042,404
-24,267
| -2% | -$3.06M | 0.03% | 412 |
|
|
2024
Q3 | $137M | Buy |
1,066,671
+1,780
| +0.2% | +$228K | 0.03% | 406 |
|
|
2024
Q2 | $111M | Buy |
1,064,891
+101,444
| +11% | +$10.6M | 0.03% | 449 |
|
|
2024
Q1 | $90M | Buy |
963,447
+61,169
| +7% | +$5.72M | 0.02% | 512 |
|
|
2023
Q4 | $81.4M | Sell |
902,278
-4,417
| -0.5% | -$398K | 0.02% | 511 |
|
|
2023
Q3 | $74.3M | Sell |
906,695
-169,418
| -16% | -$13.9M | 0.02% | 516 |
|
|
2023
Q2 | $87M | Sell |
1,076,113
-45,237
| -4% | -$3.66M | 0.02% | 483 |
|
|
2023
Q1 | $80.4M | Sell |
1,121,350
-93,920
| -8% | -$6.73M | 0.02% | 496 |
|
|
2022
Q4 | $79.7M | Buy |
1,215,270
+170,554
| +16% | +$11.2M | 0.02% | 483 |
|
|
2022
Q3 | $67.2M | Buy |
1,044,716
+25,080
| +2% | +$1.61M | 0.02% | 512 |
|
|
2022
Q2 | $84M | Sell |
1,019,636
-130,807
| -11% | -$10.8M | 0.03% | 460 |
|
|
2022
Q1 | $111M | Sell |
1,150,443
-47,212
| -4% | -$4.54M | 0.03% | 452 |
|
|
2021
Q4 | $103M | Sell |
1,197,655
-178,584
| -13% | -$15.3M | 0.03% | 465 |
|
|
2021
Q3 | $113M | Buy |
1,376,239
+143,330
| +12% | +$11.8M | 0.02% | 591 |
|
|
2021
Q2 | $102M | Buy |
1,232,909
+11,742
| +1% | +$976K | 0.02% | 651 |
|
|
2021
Q1 | $87.5M | Sell |
1,221,167
-213,450
| -15% | -$15.3M | 0.02% | 724 |
|
|
2020
Q4 | $92.7M | Buy |
1,434,617
+7,801
| +0.5% | +$504K | 0.02% | 675 |
|
|
2020
Q3 | $78.6M | Sell |
1,426,816
-100,792
| -7% | -$5.55M | 0.02% | 661 |
|
|
2020
Q2 | $79.1M | Sell |
1,527,608
-619,588
| -29% | -$32.1M | 0.02% | 645 |
|
|
2020
Q1 | $98.3M | Sell |
2,147,196
-4,113,399
| -66% | -$188M | 0.03% | 460 |
|
|
2019
Q4 | $512M | Buy |
6,260,595
+63,397
| +1% | +$5.18M | 0.14% | 147 |
|
|
2019
Q3 | $562M | Sell |
6,197,198
-138,467
| -2% | -$12.6M | 0.16% | 135 |
|
|
2019
Q2 | $517M | Sell |
6,335,665
-4,201
| -0.1% | -$343K | 0.15% | 145 |
|
|
2019
Q1 | $492M | Sell |
6,339,866
-327,267
| -5% | -$25.4M | 0.15% | 147 |
|
|
2018
Q4 | $463M | Sell |
6,667,133
-198,644
| -3% | -$13.8M | 0.15% | 142 |
|
|
2018
Q3 | $442M | Sell |
6,865,777
-198,050
| -3% | -$12.7M | 0.12% | 166 |
|
|
2018
Q2 | $443M | Sell |
7,063,827
-91,136
| -1% | -$5.71M | 0.13% | 155 |
|
|
2018
Q1 | $389M | Buy |
7,154,963
+202,492
| +3% | +$11M | 0.12% | 183 |
|
|
2017
Q4 | $443M | Buy |
6,952,471
+1,082,472
| +18% | +$69M | 0.13% | 162 |
|
|
2017
Q3 | $413M | Buy |
5,869,999
+139,424
| +2% | +$9.8M | 0.13% | 169 |
|
|
2017
Q2 | $429M | Buy |
5,730,575
+1,708,544
| +42% | +$128M | 0.14% | 164 |
|
|
2017
Q1 | $285M | Buy |
4,022,031
+372,125
| +10% | +$26.4M | 0.09% | 217 |
|
|
2016
Q4 | $244M | Buy |
3,649,906
+312,976
| +9% | +$20.9M | 0.09% | 235 |
|
|
2016
Q3 | $250M | Buy |
3,336,930
+292,479
| +10% | +$21.9M | 0.09% | 234 |
|
|
2016
Q2 | $232M | Buy |
3,044,451
+336,191
| +12% | +$25.6M | 0.09% | 242 |
|
|
2016
Q1 | $188M | Buy |
2,708,260
+223,655
| +9% | +$15.5M | 0.07% | 288 |
|
|
2015
Q4 | $169M | Buy |
2,484,605
+115,857
| +5% | +$7.88M | 0.07% | 323 |
|
|
2015
Q3 | $160M | Buy |
2,368,748
+9,783
| +0.4% | +$663K | 0.07% | 320 |
|
|
2015
Q2 | $155M | Sell |
2,358,965
-574,992
| -20% | -$37.7M | 0.06% | 358 |
|
|
2015
Q1 | $227M | Buy |
2,933,957
+134,760
| +5% | +$10.4M | 0.09% | 261 |
|
|
2014
Q4 | $212M | Buy |
2,799,197
+190,804
| +7% | +$14.4M | 0.08% | 278 |
|
|
2014
Q3 | $163M | Buy |
2,608,393
+161,703
| +7% | +$10.1M | 0.07% | 330 |
|
|
2014
Q2 | $153M | Buy |
2,446,690
+163,130
| +7% | +$10.2M | 0.06% | 354 |
|
|
2014
Q1 | $136M | Buy |
2,283,560
+286,799
| +14% | +$17.1M | 0.06% | 374 |
|
|
2013
Q4 | $107M | Sell |
1,996,761
-396,012
| -17% | -$21.2M | 0.05% | 433 |
|
|
2013
Q3 | $149M | Buy |
2,392,773
+120,236
| +5% | +$7.5M | 0.07% | 318 |
|
|
2013
Q2 | $152M | Buy |
+2,272,537
| New | +$152M | 0.08% | 299 |
|