Atria Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.52M | Buy |
48,918
+10,326
| +27% | +$1.59M | 0.09% | 261 |
|
|
2025
Q1 | $5.91M | Buy |
38,592
+1,869
| +5% | +$286K | 0.08% | 320 |
|
|
2024
Q4 | $4.63M | Buy |
36,723
+1,651
| +5% | +$208K | 0.06% | 380 |
|
|
2024
Q3 | $4.49M | Buy |
35,072
+5,927
| +20% | +$759K | 0.06% | 391 |
|
|
2024
Q2 | $3.04M | Buy |
29,145
+1,774
| +6% | +$185K | 0.04% | 492 |
|
|
2024
Q1 | $2.56M | Buy |
27,371
+4,444
| +19% | +$415K | 0.04% | 562 |
|
|
2023
Q4 | $2.07M | Buy |
22,927
+5,857
| +34% | +$528K | 0.03% | 585 |
|
|
2023
Q3 | $1.4M | Buy |
17,070
+428
| +3% | +$35.1K | 0.02% | 705 |
|
|
2023
Q2 | $1.35M | Buy |
16,642
+101
| +0.6% | +$8.17K | 0.02% | 715 |
|
|
2023
Q1 | $1.19M | Buy |
+16,541
| New | +$1.19M | 0.02% | 741 |
|
|
2022
Q3 | – | Sell |
-13,388
| Closed | -$1.1M | – | 806 |
|
|
2022
Q2 | $1.1M | Buy |
+13,388
| New | +$1.1M | 0.02% | 719 |
|
|
2022
Q1 | – | Sell |
-11,792
| Closed | -$1.01M | – | 929 |
|
|
2021
Q4 | $1.01M | Buy |
+11,792
| New | +$1.01M | 0.02% | 833 |
|
|
2020
Q2 | – | Sell |
-11,002
| Closed | -$504K | – | 771 |
|
|
2020
Q1 | $504K | Sell |
11,002
-988
| -8% | -$45.3K | 0.04% | 349 |
|
|
2019
Q4 | $981K | Buy |
+11,990
| New | +$981K | 0.03% | 532 |
|
|
2019
Q1 | – | Sell |
-14,188
| Closed | -$985K | – | 1033 |
|
|
2018
Q4 | $985K | Sell |
14,188
-2,174
| -13% | -$151K | 0.04% | 308 |
|
|
2018
Q3 | $1.05M | Buy |
16,362
+653
| +4% | +$42K | 0.04% | 374 |
|
|
2018
Q2 | $985K | Buy |
15,709
+2,329
| +17% | +$146K | 0.04% | 378 |
|
|
2018
Q1 | $728K | Buy |
13,380
+262
| +2% | +$14.3K | 0.04% | 421 |
|
|
2017
Q4 | $837K | Sell |
13,118
-507
| -4% | -$32.3K | 0.04% | 364 |
|
|
2017
Q3 | $958K | Buy |
13,625
+411
| +3% | +$28.9K | 0.05% | 320 |
|
|
2017
Q2 | $989K | Buy |
13,214
+1,218
| +10% | +$91.2K | 0.06% | 301 |
|
|
2017
Q1 | $850K | Buy |
11,996
+763
| +7% | +$54.1K | 0.06% | 287 |
|
|
2016
Q4 | $752K | Buy |
11,233
+5,145
| +85% | +$344K | 0.06% | 271 |
|
|
2016
Q3 | $455K | Buy |
+6,088
| New | +$455K | 0.04% | 325 |
|