ALPS Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $452K | Hold |
|
|||||
|
2025
Q2 | $390K | Sell |
|
|||||
|
2025
Q1 | $582K | Buy |
|
|||||
|
2024
Q4 | $354K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $1.84M | Buy |
|
|||||
|
2019
Q2 | $1.63M | Sell |
|
|||||
|
2019
Q1 | $1.65M | Sell |
|
|||||
|
2018
Q4 | $1.53M | Sell |
|
|||||
|
2018
Q3 | $1.47M | Sell |
|
|||||
|
2018
Q2 | $1.5M | Sell |
|
|||||
|
2018
Q1 | $1.44M | Sell |
|
|||||
|
2017
Q4 | $1.96M | Buy |
|
|||||
|
2017
Q3 | $1.92M | Sell |
|
|||||
|
2017
Q2 | $2.3M | Sell |
|
|||||
|
2017
Q1 | $1.97M | Sell |
|
|||||
|
2016
Q4 | $2.29M | Sell |
|
|||||
|
2016
Q3 | $2.86M | Sell |
|
|||||
|
2016
Q2 | $3.07M | Sell |
|
|||||
|
2016
Q1 | $2.88M | Sell |
|
|||||
|
2015
Q4 | $2.93M | Sell |
|
|||||
|
2015
Q3 | $30K | Buy |
|
|||||
|
2015
Q2 | $2.88M | Buy |
|
|||||
|
2015
Q1 | $3.3M | Buy |
|
|||||
|
2014
Q4 | $3.02M | Sell |
|
|||||
|
2014
Q3 | $2.64M | Sell |
|
|||||
|
2014
Q2 | $2.69M | Sell |
|
|||||
|
2014
Q1 | $2.6M | Sell |
|
|||||
|
2013
Q4 | $2.66M | Sell |
|
|||||
|
2013
Q3 | $10.9M | Buy |
|
|||||
|
2013
Q2 | $8.56M | Buy |
|