AGF Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.35M | Buy |
60,835
+391
| +0.6% | +$60.1K | 0.04% | 220 |
|
|
2025
Q1 | $9.26M | Buy |
60,444
+2,746
| +5% | +$421K | 0.05% | 203 |
|
|
2024
Q4 | $7.27M | Sell |
57,698
-3,561
| -6% | -$449K | 0.04% | 233 |
|
|
2024
Q3 | $7.84M | Buy |
61,259
+1,575
| +3% | +$202K | 0.04% | 234 |
|
|
2024
Q2 | $6.22M | Buy |
59,684
+40,075
| +204% | +$4.18M | 0.03% | 248 |
|
|
2024
Q1 | $1.83M | Sell |
19,609
-14,868
| -43% | -$1.39M | 0.01% | 503 |
|
|
2023
Q4 | $3.11M | Buy |
34,477
+1,108
| +3% | +$99.9K | 0.02% | 353 |
|
|
2023
Q3 | $2.73M | Sell |
33,369
-1,558
| -4% | -$128K | 0.02% | 437 |
|
|
2023
Q2 | $2.83M | Buy |
34,927
+11,549
| +49% | +$934K | 0.02% | 436 |
|
|
2023
Q1 | $1.68M | Buy |
23,378
+6,762
| +41% | +$485K | 0.01% | 518 |
|
|
2022
Q4 | $1.09M | Buy |
+16,616
| New | +$1.09M | 0.01% | 580 |
|