Centersquare Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768M | Buy |
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|
2025
Q1 | $760M | Buy |
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|
2024
Q4 | $617M | Sell |
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|
2024
Q3 | $661M | Sell |
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|
2024
Q2 | $550M | Sell |
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|
2024
Q1 | $508M | Buy |
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|
2023
Q4 | $404M | Sell |
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|
2023
Q3 | $367M | Sell |
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|
2023
Q2 | $376M | Sell |
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|
2023
Q1 | $347M | Buy |
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|
2022
Q4 | $311M | Buy |
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|
2022
Q3 | $202M | Sell |
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|
2022
Q2 | $263M | Buy |
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|
2022
Q1 | $292M | Buy |
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|
2021
Q4 | $235M | Sell |
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|
2021
Q3 | $317M | Sell |
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|
2021
Q2 | $466M | Sell |
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|
2021
Q1 | $431M | Buy |
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|
2020
Q4 | $309M | Buy |
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|
2020
Q3 | $137M | Sell |
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|
2020
Q2 | $137M | Buy |
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|
2020
Q1 | $23.9M | Sell |
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|
2019
Q4 | $56.2M | Buy |
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|
2019
Q3 | $29.8M | Sell |
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|
2019
Q2 | $27.9M | Buy |
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|
2019
Q1 | $1K | Buy |
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|
2018
Q4 | $0 | Sell |
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|
2018
Q3 | $17K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $55M | Buy |
|