Cercano 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
Q3 | $309K | Hold |
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|
2025
Q2 | $267K | Hold |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $15.6M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $12.1M | Hold |
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|
2024
Q1 | $10.8M | Sell |
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|
2023
Q4 | $12M | Hold |
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|
2023
Q3 | $10.9M | Hold |
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|
2023
Q2 | $10.8M | Hold |
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|
2023
Q1 | $9.56M | Hold |
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|
2022
Q4 | $8.74M | Buy |
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