Capital International Inc’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.2M | Buy |
528,094
+124,288
| +31% | +$19.1M | 0.79% | 32 |
|
|
2025
Q1 | $61.9M | Sell |
403,806
-17,862
| -4% | -$2.74M | 0.75% | 33 |
|
|
2024
Q4 | $53.1M | Buy |
421,668
+65,931
| +19% | +$8.31M | 0.63% | 43 |
|
|
2024
Q3 | $45.5M | Buy |
355,737
+2,614
| +0.7% | +$335K | 0.57% | 50 |
|
|
2024
Q2 | $36.8M | Buy |
353,123
+50,302
| +17% | +$5.24M | 0.49% | 54 |
|
|
2024
Q1 | $28.3M | Buy |
302,821
+18,760
| +7% | +$1.75M | 0.38% | 79 |
|
|
2023
Q4 | $25.6M | Buy |
284,061
+28,493
| +11% | +$2.57M | 0.4% | 74 |
|
|
2023
Q3 | $20.9M | Buy |
255,568
+38,841
| +18% | +$3.18M | 0.4% | 77 |
|
|
2023
Q2 | $17.5M | Buy |
216,727
+185,164
| +587% | +$15M | 0.32% | 94 |
|
|
2023
Q1 | $2.26M | Buy |
+31,563
| New | +$2.26M | 0.05% | 217 |
|