William Blair & Company’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
31,603
+555
| +2% | +$85.3K | 0.01% | 500 |
|
|
2025
Q1 | $4.76M | Buy |
31,048
+1,834
| +6% | +$281K | 0.01% | 496 |
|
|
2024
Q4 | $3.68M | Sell |
29,214
-185
| -0.6% | -$23.3K | 0.01% | 567 |
|
|
2024
Q3 | $3.76M | Sell |
29,399
-187
| -0.6% | -$23.9K | 0.01% | 566 |
|
|
2024
Q2 | $3.08M | Buy |
29,586
+10
| +0% | +$1.04K | 0.01% | 589 |
|
|
2024
Q1 | $2.76M | Sell |
29,576
-1,428
| -5% | -$133K | 0.01% | 607 |
|
|
2023
Q4 | $2.8M | Buy |
31,004
+918
| +3% | +$82.8K | 0.01% | 592 |
|
|
2023
Q3 | $2.46M | Buy |
30,086
+1,472
| +5% | +$121K | 0.01% | 605 |
|
|
2023
Q2 | $2.31M | Sell |
28,614
-58
| -0.2% | -$4.69K | 0.01% | 634 |
|
|
2023
Q1 | $2.06M | Buy |
28,672
+164
| +0.6% | +$11.8K | 0.01% | 648 |
|
|
2022
Q4 | $1.87M | Buy |
28,508
+2,006
| +8% | +$131K | 0.01% | 650 |
|
|
2022
Q3 | $1.71M | Buy |
26,502
+162
| +0.6% | +$10.4K | 0.01% | 656 |
|
|
2022
Q2 | $2.17M | Buy |
26,340
+226
| +0.9% | +$18.6K | 0.01% | 618 |
|
|
2022
Q1 | $2.51M | Sell |
26,114
-300
| -1% | -$28.8K | 0.01% | 638 |
|
|
2021
Q4 | $2.27M | Sell |
26,414
-361
| -1% | -$31K | 0.01% | 697 |
|
|
2021
Q3 | $2.21M | Buy |
26,775
+697
| +3% | +$57.4K | 0.01% | 682 |
|
|
2021
Q2 | $2.17M | Sell |
26,078
-8,139
| -24% | -$676K | 0.01% | 688 |
|
|
2021
Q1 | $2.45M | Sell |
34,217
-2,193
| -6% | -$157K | 0.01% | 626 |
|
|
2020
Q4 | $2.35M | Sell |
36,410
-4,934
| -12% | -$319K | 0.01% | 608 |
|
|
2020
Q3 | $2.28M | Buy |
41,344
+14,862
| +56% | +$819K | 0.01% | 558 |
|
|
2020
Q2 | $1.37M | Sell |
26,482
-9,102
| -26% | -$471K | 0.01% | 649 |
|
|
2020
Q1 | $1.63M | Sell |
35,584
-1,570
| -4% | -$71.9K | 0.01% | 559 |
|
|
2019
Q4 | $3.04M | Sell |
37,154
-17,112
| -32% | -$1.4M | 0.02% | 511 |
|
|
2019
Q3 | $4.92M | Sell |
54,266
-700
| -1% | -$63.5K | 0.03% | 377 |
|
|
2019
Q2 | $4.48M | Buy |
54,966
+1,410
| +3% | +$115K | 0.03% | 397 |
|
|
2019
Q1 | $4.16M | Buy |
53,556
+1,265
| +2% | +$98.2K | 0.03% | 401 |
|
|
2018
Q4 | $3.63M | Buy |
52,291
+269
| +0.5% | +$18.7K | 0.03% | 394 |
|
|
2018
Q3 | $3.35M | Sell |
52,022
-898
| -2% | -$57.8K | 0.02% | 453 |
|
|
2018
Q2 | $3.32M | Buy |
52,920
+4,340
| +9% | +$272K | 0.02% | 452 |
|
|
2018
Q1 | $2.64M | Sell |
48,580
-725
| -1% | -$39.5K | 0.02% | 493 |
|
|
2017
Q4 | $3.14M | Buy |
49,305
+23,392
| +90% | +$1.49M | 0.02% | 462 |
|
|
2017
Q3 | $1.82M | Sell |
25,913
-17,049
| -40% | -$1.2M | 0.01% | 578 |
|
|
2017
Q2 | $3.22M | Buy |
42,962
+3,237
| +8% | +$242K | 0.02% | 451 |
|
|
2017
Q1 | $2.81M | Sell |
39,725
-708
| -2% | -$50K | 0.02% | 458 |
|
|
2016
Q4 | $2.71M | Buy |
40,433
+2,512
| +7% | +$168K | 0.02% | 428 |
|
|
2016
Q3 | $2.84M | Sell |
37,921
-1,164
| -3% | -$87K | 0.03% | 413 |
|
|
2016
Q2 | $2.98M | Sell |
39,085
-4,053
| -9% | -$309K | 0.03% | 393 |
|
|
2016
Q1 | $2.99M | Buy |
43,138
+3,912
| +10% | +$271K | 0.03% | 367 |
|
|
2015
Q4 | $2.67M | Buy |
39,226
+9,634
| +33% | +$655K | 0.03% | 406 |
|
|
2015
Q3 | $2M | Sell |
29,592
-3,904
| -12% | -$264K | 0.02% | 528 |
|
|
2015
Q2 | $2.2M | Buy |
33,496
+1,070
| +3% | +$70.2K | ﹤0.01% | 1315 |
|
|
2015
Q1 | $2.51M | Buy |
32,426
+536
| +2% | +$41.5K | ﹤0.01% | 1240 |
|
|
2014
Q4 | $2.41M | Sell |
31,890
-1,522
| -5% | -$115K | ﹤0.01% | 1238 |
|
|
2014
Q3 | $2.08M | Sell |
33,412
-300
| -0.9% | -$18.7K | ﹤0.01% | 1246 |
|
|
2014
Q2 | $2.11M | Buy |
33,712
+740
| +2% | +$46.4K | ﹤0.01% | 1223 |
|
|
2014
Q1 | $1.97M | Buy |
32,972
+3,877
| +13% | +$231K | ﹤0.01% | 1206 |
|
|
2013
Q4 | $1.56M | Sell |
29,095
-1,815
| -6% | -$97.2K | ﹤0.01% | 1250 |
|
|
2013
Q3 | $1.93M | Sell |
30,910
-671
| -2% | -$41.9K | ﹤0.01% | 1152 |
|
|
2013
Q2 | $2.12M | Buy |
+31,581
| New | +$2.12M | ﹤0.01% | 1064 |
|