Cambria Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Buy |
3,345
+416
| +14% | +$64K | 0.03% | 254 |
|
|
2025
Q1 | $449K | Sell |
2,929
-1,361
| -32% | -$209K | 0.03% | 218 |
|
|
2024
Q4 | $541K | Buy |
4,290
+924
| +27% | +$116K | 0.03% | 212 |
|
|
2024
Q3 | $431K | Sell |
3,366
-227
| -6% | -$29.1K | 0.03% | 241 |
|
|
2024
Q2 | $375K | Buy |
3,593
+342
| +11% | +$35.7K | 0.02% | 249 |
|
|
2024
Q1 | $304K | Buy |
3,251
+399
| +14% | +$37.3K | 0.02% | 257 |
|
|
2023
Q4 | $257K | Buy |
+2,852
| New | +$257K | 0.02% | 259 |
|