Caprock Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.85M | Buy |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $641K | Buy |
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|
2024
Q1 | $493K | Sell |
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|
2023
Q4 | $500K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $200K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $226K | Sell |
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|
2020
Q1 | $250K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $227K | Sell |
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|
2017
Q3 | $409K | Sell |
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|
2017
Q2 | $439K | Buy |
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|
2017
Q1 | $407K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $796K | Buy |
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|
2016
Q2 | $775K | Buy |
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|
2016
Q1 | $680K | Buy |
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