Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Welltower Inc. (WELL)
← All WELL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 0.02 $130.29–158.55 · VW $147.71i SEC
2024   Q4 29,550 0.02 Reduce 0.64% <0.01 $123.11–153.90 · VW $143.51i $3,724,187 SEC
2024   Q3 29,740 0.02 Reduce 69.18% $120.23–140.75 · VW $133.05i $3,807,612 SEC
2024   Q2 96,500 0.00 Reduce 25.75% 0.02 $100.13–121.70 · VW $114.17i SEC
2024   Q1 129,970 0.07 Reduce 3.26% <0.01 $87.87–104.05 · VW $98.53i $12,144,397 SEC
2023   Q4 134,350 0.07 Reduce 12.01% <0.01 $85.40–94.63 · VW $90.73i $12,114,340 SEC
2023   Q3 152,690 0.08 Reduce 15.90% 0.01 $78.38–90.63 · VW $86.04i $12,508,365 SEC
2023   Q2 181,550 0.09 $80.89 $14,685,580 SEC
2023   Q1 181,550 0.09 Add 18.68% 0.01 $65.18–80.30 · VW $73.36i $13,015,320 SEC
2022   Q4 152,980 0.07 Reduce 28.88% 0.03 $62.62–78.54 · VW $71.76i $10,027,839 SEC
2022   Q3 215,090 0.10 Reduce 11.97% 0.02 $56.50–79.28 · VW $68.94i $13,835,000 SEC
2022   Q2 244,330 0.13 Reduce 0.36% <0.01 $75.96–89.45 · VW $80.69i $20,121,000 SEC
2022   Q1 245,210 0.12 Reduce 1.06% <0.01 $81.07–99.43 · VW $89.86i $23,574,000 SEC
2021   Q4 247,840 0.10 Add 15.92% 0.01 $78.92–89.57 · VW $83.93i $21,257,000 SEC
2021   Q3 213,800 0.08 Reduce 12.75% 0.01 $79.21–88.98 · VW $82.60i $17,617,000 SEC
2021   Q2 245,050 0.09 Add 19.55% 0.01 $74.59–89.80 · VW $83.97i $20,364,000 SEC
2021   Q1 204,970 0.07 Reduce 26.55% 0.02 $67.41–77.54 · VW $73.24i $14,682,000 SEC
2020   Q4 279,060 0.09 Reduce 12.75% 0.01 $59.38–74.13 · VW $67.14i $18,033,000 SEC
2020   Q3 319,830 0.11 Add 3.29% <0.01 $51.22–72.24 · VW $62.15i $17,619,000 SEC
2020   Q2 309,650 0.10 Add 33.35% 0.03 $47.18–64.69 · VW $56.46i $16,024,000 SEC
2020   Q1 232,210 0.08 Add 49.47% 0.03 $24.27–79.76 · VW $51.57i $10,631,000 SEC
2019   Q4 155,360 0.06 Reduce 0.10% <0.01 $71.97–89.99 · VW $78.93i $12,705,000 SEC
2019   Q3 155,510 0.08 Add 3.59% <0.01 $82.10–93.17 · VW $86.61i $14,097,000 SEC
2019   Q2 150,120 0.06 Buy 0.06 $79.42–90.25 · VW $86.41i $12,239,000 SEC
2018   Q4 0 0.00 Sell 100.00% 0.03 $65.94–77.90 · VW $72.72i SEC
2018   Q3 105,868 0.03 Buy 0.03 $60.93–72.34 · VW $68.53i $6,809,000 SEC
2018   Q2 0 0.00 Sell 100.00% 0.05 $56.60–67.35 · VW $63.55i SEC
2018   Q1 214,011 0.05 Reduce 15.59% 0.01 $49.58–57.80 · VW $55.01i $11,649,000 SEC
2017   Q4 253,523 0.07 Add 0.38% <0.01 $51.85–68.22 · VW $57.52i $16,167,000 SEC
2017   Q3 252,553 0.08 Reduce 0.13% <0.01 $65.40–75.58 · VW $69.48i $17,749,000 SEC
2017   Q2 252,893 0.08 Add 0.34% <0.01 $69.85–78.17 · VW $73.75i $18,929,000 SEC
2017   Q1 252,046 0.08 Add 0.10% <0.01 $65.26–74.50 · VW $70.77i $17,850,000 SEC
2016   Q4 251,794 0.07 Add 23.36% 0.01 $61.08–70.73 · VW $67.40i $16,853,000 SEC
2016   Q3 204,113 0.07 Add 0.00% $59.39–78.19 · VW $66.79i $15,262,000 SEC
2016   Q2 204,112 0.07 Add 0.14% <0.01 $68.60–80.19 · VW $75.18i $15,547,000 SEC
2016   Q1 203,829 0.06 Buy 0.06 $64.00–74.96 · VW $69.29i $14,134,000 SEC
2015   Q4 0 0.00 Sell 100.00% 0.06 $52.80–70.45 · VW $62.34i SEC
2015   Q3 195,128 0.06 Buy 0.06 $58.19–71.25 · VW $64.21i $13,214,000 SEC
Price snapshot:
Current price$234.55
52-week low$149.62
52-week high$239.11