Cambiar Investors’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 | $328K | Hold |
1,661
| – | – | 0.02% | 141 |
|
|
2025
Q4 | $308K | Sell |
1,661
-506
| -23% | -$94.5K | 0.01% | 137 |
|
|
2025
Q3 | $386K | Sell |
2,167
-174
| -7% | -$28.6K | 0.02% | 130 |
|
|
2025
Q2 | $360K | Sell |
2,341
-33
| -1% | -$4.93K | 0.02% | 138 |
|
|
2025
Q1 | $364K | Sell |
2,374
-64
| -3% | -$9.12K | 0.02% | 145 |
|
|
2024
Q4 | $307K | Hold |
2,438
| – | – | 0.01% | 149 |
|
|
2024
Q3 | $312K | Hold |
2,438
| – | – | 0.01% | 140 |
|
|
2024
Q2 | $254K | Hold |
2,438
| – | – | 0.01% | 140 |
|
|
2024
Q1 | $228K | Sell |
2,438
-1,532
| -39% | -$139K | 0.01% | 141 |
|
|
2023
Q4 | $358K | Sell |
3,970
-265
| -6% | -$23K | 0.01% | 144 |
|
|
2023
Q3 | $347K | Sell |
4,235
-99
| -2% | -$8.14K | 0.01% | 145 |
|
|
2023
Q2 | $351K | Sell |
4,334
-384,451
| -99% | -$29.6M | 0.01% | 138 |
|
|
2023
Q1 | $27.9M | Sell |
388,785
-17,889
| -4% | -$1.3M | 1.2% | 39 |
|
|
2022
Q4 | $26.7M | Buy |
406,674
+18,091
| +5% | +$1.16M | 1.21% | 41 |
|
|
2022
Q3 | $25M | Buy |
388,583
+45,726
| +13% | +$3.57M | 1.26% | 44 |
|
|
2022
Q2 | $28.2M | Sell |
342,857
-60,426
| -15% | -$5.38M | 1.26% | 39 |
|
|
2022
Q1 | $38.8M | Sell |
403,283
-6,901
| -2% | -$599K | 1.46% | 31 |
|
|
2021
Q4 | $35.2M | Sell |
410,184
-3,423
| -0.8% | -$285K | 1.21% | 41 |
|
|
2021
Q3 | $34.1M | Buy |
413,607
+439
| +0.1% | +$37.7K | 1.17% | 40 |
|
|
2021
Q2 | $34.3M | Sell |
413,168
-76,355
| -16% | -$5.85M | 1.1% | 42 |
|
|
2021
Q1 | $35.1M | Sell |
489,523
-14,852
| -3% | -$997K | 1.22% | 35 |
|
|
2020
Q4 | $32.6M | Buy |
+504,375
| New | +$30.6M | 1.27% | 30 |
|
Other funds holding WELL
VCM
VPM
