Joel Greenblatt - Gotham Asset Management
Holding/activity history for Welltower Inc. (WELL)
← All WELL superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 222,391 | 0.13 | Add 30.70% | 0.03 | $192.66–221.68 · VW $206.56i | $43,968,925 | SEC |
| 2025 Q4 | 170,159 | 0.12 | Add 19.50% | 0.02 | $181.47–216.43 · VW $201.67i | $31,583,212 | SEC |
| 2025 Q3 | 142,387 | 0.11 | Add 43.07% | 0.03 | $163.75–209.05 · VW $193.67i | $25,364,820 | SEC |
| 2025 Q2 | 99,520 | 0.09 | Add 39.16% | 0.03 | $148.60–171.09 · VW $162.66i | $15,299,210 | SEC |
| 2025 Q1 | 71,515 | 0.09 | Add 8.65% | <0.01 | $130.29–158.55 · VW $147.71i | $10,956,813 | SEC |
| 2024 Q4 | 65,824 | 0.08 | Add 85.50% | 0.04 | $123.11–153.90 · VW $143.51i | $8,295,799 | SEC |
| 2024 Q3 | 35,485 | 0.05 | Add 0.10% | $120.23–140.75 · VW $133.05i | $4,543,145 | SEC | |
| 2024 Q2 | 35,448 | 0.05 | Add 19.23% | <0.01 | $100.13–121.70 · VW $114.17i | $3,695,454 | SEC |
| 2024 Q1 | 29,732 | 0.04 | Add 102.60% | 0.02 | $87.87–104.05 · VW $98.53i | $2,778,158 | SEC |
| 2023 Q4 | 14,675 | 0.02 | Reduce 46.66% | 0.02 | $85.40–94.63 · VW $90.73i | $1,323,245 | SEC |
| 2023 Q3 | 27,513 | 0.05 | Reduce 1.15% | <0.01 | $78.38–90.63 · VW $86.04i | $2,253,865 | SEC |
| 2023 Q2 | 27,833 | 0.05 | Reduce 28.13% | 0.02 | $73.28–86.39 · VW $80.85i | $2,251,411 | SEC |
| 2023 Q1 | 38,727 | 0.07 | Reduce 14.57% | 0.01 | $65.18–80.30 · VW $73.36i | $2,776,339 | SEC |
| 2022 Q4 | 45,334 | 0.08 | Add 694.78% | 0.07 | $62.62–78.54 · VW $71.76i | $2,971,644 | SEC |
| 2022 Q3 | 5,704 | 0.01 | Add 22.35% | <0.01 | $56.50–79.28 · VW $68.94i | $367,000 | SEC |
| 2022 Q2 | 4,662 | 0.01 | Reduce 68.68% | 0.03 | $75.96–89.45 · VW $80.69i | $384,000 | SEC |
| 2022 Q1 | 14,884 | 0.04 | Reduce 14.08% | <0.01 | $81.07–99.43 · VW $89.86i | $1,431,000 | SEC |
| 2021 Q4 | 17,323 | 0.05 | Add 160.46% | 0.03 | $78.92–89.57 · VW $83.93i | $1,486,000 | SEC |
| 2021 Q3 | 6,651 | 0.02 | Reduce 34.17% | 0.01 | $79.21–88.98 · VW $82.60i | $548,000 | SEC |
| 2021 Q2 | 10,103 | 0.04 | Add 11.33% | <0.01 | $74.59–89.80 · VW $83.97i | $840,000 | SEC |
| 2021 Q1 | 9,075 | 0.03 | Reduce 73.04% | 0.05 | $67.41–77.54 · VW $73.24i | $650,000 | SEC |
| 2020 Q4 | 33,655 | 0.07 | Reduce 35.93% | 0.03 | $59.38–74.13 · VW $67.14i | $2,175,000 | SEC |
| 2020 Q3 | 52,528 | 0.09 | Add 82.33% | 0.04 | $51.22–72.24 · VW $62.15i | $2,894,000 | SEC |
| 2020 Q2 | 28,809 | 0.04 | Reduce 56.86% | 0.05 | $47.18–64.69 · VW $56.46i | $1,491,000 | SEC |
| 2020 Q1 | 66,784 | 0.09 | Add 547.01% | 0.07 | $24.27–79.76 · VW $51.57i | $3,057,000 | SEC |
| 2019 Q4 | 10,322 | 0.02 | Reduce 64.01% | 0.03 | $71.97–89.99 · VW $78.93i | $844,000 | SEC |
| 2019 Q3 | 28,677 | 0.05 | Reduce 69.06% | 0.08 | $82.10–93.17 · VW $86.61i | $2,600,000 | SEC |
| 2019 Q2 | 92,671 | 0.12 | Reduce 20.23% | 0.03 | $79.42–90.25 · VW $86.41i | $7,555,000 | SEC |
| 2019 Q1 | 116,177 | 0.13 | Add 296.63% | 0.10 | $71.18–82.18 · VW $78.19i | $9,015,000 | SEC |
| 2018 Q4 | 29,291 | 0.03 | Add 199.71% | 0.02 | $65.94–77.90 · VW $72.72i | $2,033,000 | SEC |
| 2018 Q3 | 9,773 | <0.01 | Reduce 2.03% | <0.01 | $60.93–72.34 · VW $68.53i | $629,000 | SEC |
| 2018 Q2 | 9,976 | <0.01 | Add 37.69% | <0.01 | $56.60–67.35 · VW $63.55i | $625,000 | SEC |
| 2018 Q1 | 7,245 | <0.01 | Buy | <0.01 | $49.58–57.80 · VW $55.01i | $394,000 | SEC |
| 2017 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $69.85–78.17 · VW $73.75i | SEC | |
| 2017 Q1 | 5,918 | <0.01 | Buy | <0.01 | $65.26–74.50 · VW $70.77i | $419,000 | SEC |
Price snapshot:
Current price$234.55
Avg. buy price$157.83
+/- since buy48.61%
52-week low$149.62
52-week high$239.11