Cerity Partners’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 | $42.1M | Buy |
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|
2025
Q2 | $36.1M | Buy |
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|
2025
Q1 | $35M | Buy |
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|
2024
Q4 | $28.7M | Buy |
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|
2024
Q3 | $28.9M | Buy |
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|
2024
Q2 | $21.7M | Buy |
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|
2024
Q1 | $17.2M | Buy |
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|
2023
Q4 | $15.2M | Buy |
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|
2023
Q3 | $8.75M | Sell |
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|
2023
Q2 | $9.48M | Sell |
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|
2023
Q1 | $9.31M | Sell |
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|
2022
Q4 | $12.8M | Buy |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $225K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.85M | Sell |
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|
2019
Q4 | $7.09M | Sell |
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|
2019
Q3 | $7.86M | Sell |
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|
2019
Q2 | $7.2M | Buy |
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|
2019
Q1 | $486K | Sell |
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|
2018
Q4 | $496K | Buy |
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|
2018
Q3 | $404K | Sell |
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|
2018
Q2 | $465K | Buy |
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|
2018
Q1 | $274K | Sell |
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|
2017
Q4 | $414K | Sell |
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|
2017
Q3 | $473K | Buy |
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|
2017
Q2 | $297K | Buy |
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|
2017
Q1 | $246K | Buy |
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