Campbell & Co Investment Adviser’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
2,536
-3,019
| -54% | -$464K | 0.02% | 874 |
|
|
2025
Q1 | $851K | Sell |
5,555
-2,632
| -32% | -$403K | 0.07% | 488 |
|
|
2024
Q4 | $1.03M | Sell |
8,187
-14,217
| -63% | -$1.79M | 0.08% | 381 |
|
|
2024
Q3 | $2.87M | Buy |
22,404
+122
| +0.5% | +$15.6K | 0.21% | 104 |
|
|
2024
Q2 | $2.32M | Buy |
+22,282
| New | +$2.32M | 0.2% | 128 |
|
|
2020
Q1 | – | Sell |
-3,458
| Closed | -$283K | – | 525 |
|
|
2019
Q4 | $283K | Buy |
+3,458
| New | +$283K | 0.09% | 440 |
|
|
2019
Q2 | – | Sell |
-5,475
| Closed | -$425K | – | 724 |
|
|
2019
Q1 | $425K | Buy |
+5,475
| New | +$425K | 0.21% | 166 |
|
|
2017
Q3 | – | Sell |
-2,825
| Closed | -$211K | – | 468 |
|
|
2017
Q2 | $211K | Buy |
+2,825
| New | +$211K | 0.2% | 246 |
|