Capital Research Global Investors — WELL Trade History
Quarter-by-quarter changes in the WELLTOWER INC position · CUSIP 95040Q104
Currently held · 2.3 YearsFirst seen: 2024 Q2
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-12 | Add | 6,889,084 | 354,152 | +5.4% | $1.56B | 0.22% |
| 2026 Q1 | 2026-05-13 | Add | 6,534,932 | 6,228,622 | +2033.4% | $1.29B | 0.20% |
| 2025 Q4 | 2026-02-11 | Hold | 306,310 | — | 0.0% | $56.9M | 0.01% |
| 2025 Q3 | 2025-11-13 | Hold | 306,310 | — | 0.0% | $54.6M | 0.01% |
| 2025 Q2 | 2025-08-13 | Reduce | 306,310 | -263,690 | -46.3% | $47.1M | 0.01% |
| 2025 Q1 | 2025-05-12 | Reduce | 570,000 | -108,940 | -16.0% | $87.3M | 0.02% |
| 2024 Q4 | 2025-02-13 | Add | 678,940 | 14,994 | +2.3% | $85.6M | 0.02% |
| 2024 Q3 | 2024-11-13 | Add | 663,946 | 11,700 | +1.8% | $85.0M | 0.02% |
| 2024 Q2 | 2024-08-13 | New | 652,246 | 652,246 | — | $68.0M | 0.01% |
| 2024 Q1 | 2024-05-14 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-13 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-13 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-11 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-15 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-14 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-15 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-19 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-14 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-15 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-16 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-14 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-12 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-14 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-18 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.