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Sandy Spring Bank

SEC CIK
0001457833
Latest filing
May 12, 2025

WELL holding history

Welltower Inc. in every 13F filed by Sandy Spring Bank, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overviewAll 13F holders of WELLFull Q1 2025 holdings

Shares (Q1 2025)
16,982
Value
$2.60M
% of portfolio
0.1%
Quarters held
11
Since Q2 2021
Holdings of WELL by Sandy Spring Bank, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202516,982$2.60M0.1%+470+2.8%AddedHolders
Q4 202416,512$2.08M0.1%+1,161+7.6%AddedHolders
Q3 202415,351$1.97M0.1%−255−1.6%ReducedHolders
Q2 202415,606$1.63M0.1%+2,600+20.0%AddedHolders
Q1 202413,006$1.22M0.1%+1,002+8.3%AddedHolders
Q4 202312,004$1.08M0.1%+1,240+11.5%AddedHolders
Q3 202310,764$881.8K<0.1%+1,848+20.7%AddedHolders
Q2 20238,916$721.2K<0.1%+8,916NewHolders
Q1 20220$00.0%−220−100.0%Sold outHolders
Q4 2021220$19.0K<0.1%+110+100.0%AddedHolders
Q3 2021110$9.00K<0.1%00.0%UnchangedHolders
Q2 2021110$9.00K<0.1%+110NewHolders