Wolverine Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-8,067
| Closed | -$1.5M | – | 1935 |
|
|
2025
Q4 | $1.5M | Hold |
8,067
| – | – | 0.01% | 678 |
|
|
2025
Q3 | $1.44M | Buy |
8,067
+1,300
| +19% | +$214K | 0.01% | 651 |
|
|
2025
Q2 | $1.04M | Buy |
+6,767
| New | +$1.01M | 0.01% | 704 |
|
|
2025
Q1 | – | Sell |
-8,788
| Closed | -$1.25M | – | 1788 |
|
|
2024
Q4 | $1.11M | Buy |
8,788
+1,612
| +22% | +$212K | 0.01% | 665 |
|
|
2024
Q3 | $919K | Buy |
+7,176
| New | +$837K | 0.01% | 725 |
|
|
2023
Q1 | – | Sell |
-4,925
| Closed | -$323K | – | 2110 |
|
|
2022
Q4 | $323K | Sell |
4,925
-29,592
| -86% | -$1.9M | ﹤0.01% | 1039 |
|
|
2022
Q3 | $2.22M | Buy |
34,517
+21,788
| +171% | +$1.7M | 0.02% | 532 |
|
|
2022
Q2 | $1.05M | Buy |
+12,729
| New | +$1.13M | 0.01% | 763 |
|
|
2020
Q3 | – | Sell |
-2,787
| Closed | -$144K | – | 1802 |
|
|
2020
Q2 | $144K | Buy |
+2,787
| New | +$137K | ﹤0.01% | 1012 |
|
|
2019
Q4 | – | Sell |
-1,343
| Closed | -$121K | – | 1542 |
|
|
2019
Q3 | $121K | Buy |
+1,343
| New | +$117K | ﹤0.01% | 1077 |
|
|
2018
Q3 | – | Sell |
-15,844
| Closed | -$993K | – | 1659 |
|
|
2018
Q2 | $993K | Sell |
15,844
-32,605
| -67% | -$1.82M | 0.01% | 777 |
|
|
2018
Q1 | $2.64M | Buy |
48,449
+17,706
| +58% | +$1,000K | 0.03% | 428 |
|
|
2017
Q4 | $1.96M | Buy |
30,743
+23,269
| +311% | +$1.56M | 0.02% | 525 |
|
|
2017
Q3 | $525K | Buy |
7,474
+1,255
| +20% | +$91.3K | 0.01% | 824 |
|
|
2017
Q2 | $465K | Sell |
6,219
-5,883
| -49% | -$430K | 0.01% | 808 |
|
|
2017
Q1 | $857K | Sell |
12,102
-6,100
| -34% | -$412K | 0.01% | 583 |
|
|
2016
Q4 | $1.22M | Sell |
18,202
-2,854
| -14% | -$189K | 0.02% | 498 |
|
|
2016
Q3 | $1.57M | Buy |
21,056
+2,866
| +16% | +$219K | 0.02% | 450 |
|
|
2016
Q2 | $1.39M | Buy |
18,190
+230
| +1% | +$16.3K | 0.02% | 506 |
|
|
2016
Q1 | $1.25M | Sell |
17,960
-2,482
| -12% | -$160K | 0.04% | 358 |
|
|
2015
Q4 | $1.39M | Buy |
20,442
+9,042
| +79% | +$590K | 0.03% | 413 |
|
|
2015
Q3 | $772K | Buy |
11,400
+811
| +8% | +$54.2K | 0.02% | 575 |
|
|
2015
Q2 | $694K | Sell |
10,589
-8,279
| -44% | -$594K | 0.02% | 547 |
|
|
2015
Q1 | $1.46M | Sell |
18,868
-3,824
| -17% | -$301K | 0.03% | 367 |
|
|
2014
Q4 | $1.72M | Buy |
22,692
+8,323
| +58% | +$594K | 0.03% | 327 |
|
|
2014
Q3 | $896K | Sell |
14,369
-5,186
| -27% | -$334K | 0.02% | 495 |
|
|
2014
Q2 | $1.23M | Sell |
19,555
-542
| -3% | -$34.1K | 0.03% | 362 |
|
|
2014
Q1 | $1.2M | Sell |
20,097
-29,909
| -60% | -$1.71M | 0.03% | 372 |
|
|
2013
Q4 | $2.68M | Buy |
50,006
+11,234
| +29% | +$668K | 0.05% | 274 |
|
|
2013
Q3 | $2.42M | Buy |
38,772
+27,706
| +250% | +$1.76M | 0.05% | 281 |
|
|
2013
Q2 | $741K | Buy |
+11,066
| New | +$786K | 0.02% | 580 |
|
Other funds holding WELL
VCM
VPM
Wolverine Asset Management's WELL Position: Q1 2026 in Review
Wolverine Asset Management sold out of Welltower (WELL) in Q1 2026, closing a stake of 8,067 shares — an estimated $1.5M sold.
Wolverine Asset Management first reported a position in WELL in Q2 2013 and held it in 31 quarters. The position peaked at $2.68M in Q4 2013. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Wolverine Asset Management reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
- Wolverine Asset Management sold 8,067 Welltower shares in Q1 2026, an estimated $1.5M.
- Wolverine Asset Management first reported a position in Welltower in Q2 2013 and held it in 31 quarters.
- Wolverine Asset Management's Welltower position peaked at $2.68M in Q4 2013.
- 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.