Question 1

Does Bridgewater Associates own WELL stock?

Accepted Answer

No. Bridgewater Associates exited its WELL (Welltower) position in Q1 2024. Its Q4 2023 13F listed 142,217 shares worth $12.8M.

Question 2

How many shares of WELL does Bridgewater Associates own?

Accepted Answer

None since Q1 2024, when Bridgewater Associates exited the position. Its Q4 2023 13F listed 142,217 shares worth $12.8M.

Question 3

What is Bridgewater Associates' WELL position worth?

Accepted Answer

Bridgewater Associates' WELL position was worth $12.8M in its Q4 2023 13F, before the exit in Q1 2024.

Question 4

Is Bridgewater Associates buying or selling WELL?

Accepted Answer

In Q1 2024, Bridgewater Associates exited its entire WELL position.

Question 5

When did Bridgewater Associates first buy WELL?

Accepted Answer

Bridgewater Associates first reported WELL in its Q2 2021 13F and listed it in 11 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$89.33	0
2023-Q4	Increased	142,217	+122.8%	$12.8M	0.1%	$85.65	45
2023-Q3	Decreased	63,822	-68.7%	$5.2M	0.0%	$77.26	0
2023-Q2	Increased	203,665	+2239.1%	$16.5M	0.1%	$75.74	54
2023-Q1	Decreased	8,707	-59.3%	$624,205	0.0%	$66.61	0
2022-Q4	Increased	21,407	+23.1%	$1.4M	0.0%	$60.41	31
2022-Q3	Decreased	17,386	-92.0%	$1.1M	0.0%	$58.74	0
2022-Q2	Increased	218,117	+71.7%	$18M	0.1%	$74.63	42
2022-Q1	Increased	127,045	+259.4%	$12.2M	0.0%	$86.53	45
2021-Q4	Increased	35,352	+69.9%	$3M	0.0%	$76.64	39
2021-Q3	Increased	20,805	+3.9%	$1.7M	0.0%	$73.10	27
2021-Q2	New	20,020	-	$1.7M	0.0%	$73.19	36

WELL12 quarters

WELL
12 quarters