BTCPP
Border to Coast Pensions Partnership’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50M | Sell |
325,000
-25,000
| -7% | -$3.84M | 0.92% | 36 |
|
|
2025
Q1 | $53.6M | Sell |
350,000
-65,000
| -16% | -$9.96M | 1.1% | 27 |
|
|
2024
Q4 | $52.3M | Sell |
415,000
-10,000
| -2% | -$1.26M | 1.02% | 28 |
|
|
2024
Q3 | $54.3M | Sell |
425,000
-125,000
| -23% | -$16M | 1.11% | 28 |
|
|
2024
Q2 | $57.4M | Sell |
550,000
-1,589
| -0.3% | -$166K | 1.35% | 19 |
|
|
2024
Q1 | $51.5M | Hold |
551,589
| – | – | 1.15% | 24 |
|
|
2023
Q4 | $49.7M | Sell |
551,589
-100,000
| -15% | -$9.02M | 1.21% | 23 |
|
|
2023
Q3 | $52.4M | Sell |
651,589
-20,000
| -3% | -$1.61M | 1.4% | 20 |
|
|
2023
Q2 | $54.3M | Hold |
671,589
| – | – | 1.36% | 20 |
|
|
2023
Q1 | $48.1M | Buy |
671,589
+75,000
| +13% | +$5.38M | 1.29% | 18 |
|
|
2022
Q4 | $39.1M | Sell |
596,589
-50,000
| -8% | -$3.28M | 1.25% | 25 |
|
|
2022
Q3 | $41.6M | Buy |
646,589
+120,000
| +23% | +$7.72M | 1.34% | 18 |
|
|
2022
Q2 | $43.5M | Sell |
526,589
-110,000
| -17% | -$9.08M | 1.35% | 20 |
|
|
2022
Q1 | $61.1M | Buy |
+636,589
| New | +$61.1M | 1.74% | 9 |
|