Bellevue Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.3K | Buy |
173
+1
| +0.6% | +$198 | 0.02% | 202 |
|
|
2025
Q4 | $32.1K | Hold |
172
| – | – | 0.01% | 203 |
|
|
2025
Q3 | $30.7K | Buy |
172
+1
| +0.6% | +$164 | 0.01% | 202 |
|
|
2025
Q2 | $26.4K | Buy |
171
+1
| +0.6% | +$149 | 0.01% | 215 |
|
|
2025
Q1 | $26.1K | Buy |
170
+1
| +0.6% | +$142 | 0.01% | 211 |
|
|
2024
Q4 | $21.4K | Hold |
169
| – | – | 0.01% | 232 |
|
|
2024
Q3 | $21.6K | Buy |
169
+1
| +0.6% | +$117 | 0.01% | 226 |
|
|
2024
Q2 | $17.5K | Buy |
168
+1
| +0.6% | +$98 | 0.01% | 236 |
|
|
2024
Q1 | $15.6K | Buy |
167
+1
| +0.6% | +$91 | 0.01% | 236 |
|
|
2023
Q4 | $15K | Buy |
166
+2
| +1% | +$174 | 0.01% | 242 |
|
|
2023
Q3 | $13.5K | Buy |
164
+1
| +0.6% | +$82 | 0.01% | 241 |
|
|
2023
Q2 | $13.2K | Buy |
163
+1
| +0.6% | +$77 | 0.01% | 250 |
|
|
2023
Q1 | $11.6K | Buy |
162
+1
| +0.6% | +$73 | 0.01% | 262 |
|
|
2022
Q4 | $10.5K | Buy |
161
+1
| +0.6% | +$64 | 0.01% | 272 |
|
|
2022
Q3 | $10K | Buy |
160
+2
| +1% | +$156 | 0.01% | 283 |
|
|
2022
Q2 | $13K | Buy |
158
+1
| +0.6% | +$89 | 0.01% | 276 |
|
|
2022
Q1 | $15K | Buy |
157
+1
| +0.6% | +$87 | 0.01% | 286 |
|
|
2021
Q4 | $13K | Buy |
156
+1
| +0.6% | +$83 | 0.01% | 311 |
|
|
2021
Q3 | $13K | Buy |
155
+1
| +0.6% | +$86 | 0.01% | 317 |
|
|
2021
Q2 | $13K | Buy |
154
+1
| +0.7% | +$77 | 0.01% | 319 |
|
|
2021
Q1 | $11K | Buy |
153
+2
| +1% | +$134 | 0.01% | 350 |
|
|
2020
Q4 | $9K | Buy |
151
+1
| +0.7% | +$61 | 0.01% | 357 |
|
|
2020
Q3 | $8K | Hold |
150
| – | – | 0.01% | 356 |
|
|
2020
Q2 | $8K | Hold |
150
| – | – | 0.01% | 354 |
|
|
2020
Q1 | $7K | Buy |
150
+100
| +200% | +$7.38K | 0.01% | 365 |
|
|
2019
Q4 | $4K | Buy |
+50
| New | +$4.28K | ﹤0.01% | 373 |
|
Other funds holding WELL
VCM
VPM
