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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 0.02 SEC
2024   Q4 29,550 0.02 Reduce 0.64% <0.01 $126.03 $3,724,187 SEC
2024   Q3 29,740 0.02 Reduce 69.18% $128.03 $3,807,612 SEC
2024   Q2 96,500 0.00 Reduce 25.75% 0.02 SEC
2024   Q1 129,970 0.07 Reduce 3.26% <0.01 $93.44 $12,144,397 SEC
2023   Q4 134,350 0.07 Reduce 12.01% <0.01 $90.17 $12,114,340 SEC
2023   Q3 152,690 0.08 Reduce 15.90% 0.01 $81.92 $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 $71.69 $13,015,320 SEC
2022   Q4 152,980 0.07 Reduce 28.88% 0.03 $65.55 $10,027,839 SEC
2022   Q3 215,090 0.10 Reduce 11.97% 0.02 $64.32 $13,835,000 SEC
2022   Q2 244,330 0.13 Reduce 0.36% <0.01 $82.35 $20,121,000 SEC
2022   Q1 245,210 0.12 Reduce 1.06% <0.01 $96.14 $23,574,000 SEC
2021   Q4 247,840 0.10 Add 15.92% 0.01 $85.77 $21,257,000 SEC
2021   Q3 213,800 0.08 Reduce 12.75% 0.01 $82.40 $17,617,000 SEC
2021   Q2 245,050 0.09 Add 19.55% 0.01 $83.10 $20,364,000 SEC
2021   Q1 204,970 0.07 Reduce 26.55% 0.02 $71.63 $14,682,000 SEC
2020   Q4 279,060 0.09 Reduce 12.75% 0.01 $64.62 $18,033,000 SEC
2020   Q3 319,830 0.11 Add 3.29% <0.01 $55.09 $17,619,000 SEC
2020   Q2 309,650 0.10 Add 33.35% 0.03 $51.75 $16,024,000 SEC
2020   Q1 232,210 0.08 Add 49.47% 0.03 $45.78 $10,631,000 SEC
2019   Q4 155,360 0.06 Reduce 0.10% <0.01 $81.78 $12,705,000 SEC
2019   Q3 155,510 0.08 Add 3.59% <0.01 $90.65 $14,097,000 SEC
2019   Q2 150,120 0.06 Buy 0.06 $81.53 $12,239,000 SEC
2018   Q4 0 0.00 Sell 100.00% 0.03 SEC
2018   Q3 105,868 0.03 Buy 0.03 $64.32 $6,809,000 SEC
2018   Q2 0 0.00 Sell 100.00% 0.05 SEC
2018   Q1 214,011 0.05 Reduce 15.59% 0.01 $54.43 $11,649,000 SEC
2017   Q4 253,523 0.07 Add 0.38% <0.01 $63.77 $16,167,000 SEC
2017   Q3 252,553 0.08 Reduce 0.13% <0.01 $70.28 $17,749,000 SEC
2017   Q2 252,893 0.08 Add 0.34% <0.01 $74.85 $18,929,000 SEC
2017   Q1 252,046 0.08 Add 0.10% <0.01 $70.82 $17,850,000 SEC
2016   Q4 251,794 0.07 Add 23.36% 0.01 $66.93 $16,853,000 SEC
2016   Q3 204,113 0.07 Add 0.00% $74.77 $15,262,000 SEC
2016   Q2 204,112 0.07 Add 0.14% <0.01 $76.17 $15,547,000 SEC
2016   Q1 203,829 0.06 Buy 0.06 $69.34 $14,134,000 SEC
2015   Q4 0 0.00 Sell 100.00% 0.06 SEC
2015   Q3 195,128 0.06 Buy 0.06 $67.72 $13,214,000 SEC