Allianz’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
8,250
-4,433
| -35% | -$681K | 0.03% | 207 |
|
|
2025
Q1 | $1.94M | Sell |
12,683
-719
| -5% | -$110K | 0.05% | 179 |
|
|
2024
Q4 | $1.67M | Buy |
13,402
+6,762
| +102% | +$845K | 0.04% | 184 |
|
|
2024
Q3 | $850K | Buy |
6,640
+370
| +6% | +$47.4K | 0.02% | 226 |
|
|
2024
Q2 | $654K | Sell |
6,270
-7,865
| -56% | -$820K | 0.02% | 251 |
|
|
2024
Q1 | $1.32M | Buy |
+14,135
| New | +$1.32M | 0.04% | 204 |
|