BIA
Benchmark Investment Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $775K | Hold |
5,060
| – | – | 0.5% | 50 |
|
|
2024
Q4 | $638K | Hold |
5,060
| – | – | 0.42% | 52 |
|
|
2024
Q3 | $648K | Hold |
5,060
| – | – | 0.46% | 53 |
|
|
2024
Q2 | $528K | Hold |
5,060
| – | – | 0.38% | 57 |
|
|
2024
Q1 | $473K | Hold |
5,060
| – | – | 0.37% | 61 |
|
|
2023
Q4 | $456K | Hold |
5,060
| – | – | 0.42% | 57 |
|
|
2023
Q3 | $415K | Hold |
5,060
| – | – | 0.42% | 60 |
|
|
2023
Q2 | $409K | Hold |
5,060
| – | – | 0.38% | 64 |
|
|
2023
Q1 | $363K | Hold |
5,060
| – | – | 0.37% | 65 |
|
|
2022
Q4 | $332K | Hold |
5,060
| – | – | 0.35% | 72 |
|
|
2022
Q3 | $325K | Hold |
5,060
| – | – | 0.35% | 72 |
|
|
2022
Q2 | $417K | Hold |
5,060
| – | – | 0.43% | 68 |
|
|
2022
Q1 | $486K | Hold |
5,060
| – | – | 0.37% | 70 |
|
|
2021
Q4 | $434K | Buy |
+5,060
| New | +$434K | 0.36% | 72 |
|