undamentalytics Newsletter

Welltower trades by members of Congress

Purchases and sales of Welltower shares that members of the House have disclosed since January 3, 2015, with the value range each one reported and a link to the original filing.

Purchases, last 12 months 1 trade Reported value $1,001–$15,000 (sum of the ranges filed)
Sales, last 12 months 0 trades None disclosed
Members trading, last 12 months 1 9 purchases and sales since January 3, 2015
Welltower trades disclosed by members of Congress
Report
Jonathan L. Jackson House · D-IL 1 Purchase$1,001 - $15,000 · Spouse Mar 12, 2026 Feb 11, 2026 Filing for WELL on Feb 11, 2026
Jefferson Shreve House · R-IN 6 Sale (full)$50,001 - $100,000 Jun 22, 2025 May 12, 2025 Filing for WELL on May 12, 2025
Daniel S. Goldman House · D-NY 10 Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 Filing for WELL on Jul 12, 2023
Kathy E. Manning House · D-NC 6 Purchase$1,001 - $15,000 · Spouse Nov 10, 2022 Oct 12, 2022 Filing for WELL on Oct 12, 2022
Gilbert Ray Cisneros, Jr. House · D-CA 39 Purchase$1,001 - $15,000 May 13, 2020 Apr 29, 2020 Filing for WELL on Apr 29, 2020
Gilbert Ray Cisneros, Jr. House · D-CA 39 Sale (full)$1,001 - $15,000 Apr 16, 2020 Mar 18, 2020 Filing for WELL on Mar 18, 2020
Van Taylor House · R-TX 3 Sale (full)$1,001 - $15,000 · Spouse Apr 15, 2019 Mar 25, 2019 Filing for WELL on Mar 25, 2019
Lois Frankel House · D-FL 21 Sale (full)$1,001 - $15,000 Feb 25, 2019 Feb 7, 2019 Filing for WELL on Feb 7, 2019
Lois Frankel House · D-FL 21 Sale (partial)$1,001 - $15,000 Feb 25, 2019 Feb 6, 2019 Filing for WELL on Feb 6, 2019

When several House members traded Welltower

Months when 2 or more House members became net buyers, or 3 or more net sellers, of Welltower in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. Only House members' electronic trade reports are included; Senate reports and reports filed on paper are not. After the 2 buying crowds with six months of prices, it averaged −17.1% against the index. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
March 31, 20262 buying+1.9%−0.6%not yet
July 31, 20172 buying−12.3%−33.6%−25.9%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

Source: periodic transaction reports filed with the Clerk of the House of Representatives under the STOCK Act (Senate reports are not included yet). Members report trades by themselves, their spouses and dependent children. Amounts are the value ranges as filed, not exact figures, and a report can be filed up to 45 days after the trade, so the latest trades may not appear yet. Scanned paper reports are linked but not transcribed. By law (5 U.S.C. §13107) these reports may not be used for any commercial purpose other than by news and communications media for dissemination to the general public; we publish them free, as news.

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