CI Investments 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 | $34.1M | Buy |
222,004
+698
| +0.3% | +$107K | 0.13% | 139 |
|
|
2025
Q1 | $33.9M | Sell |
221,306
-3,140
| -1% | -$481K | 0.14% | 121 |
|
|
2024
Q4 | $28.3M | Sell |
224,446
-6,334
| -3% | -$798K | 0.11% | 144 |
|
|
2024
Q3 | $29.5M | Buy |
230,780
+1,120
| +0.5% | +$143K | 0.11% | 145 |
|
|
2024
Q2 | $23.9M | Buy |
229,660
+19,656
| +9% | +$2.05M | 0.09% | 150 |
|
|
2024
Q1 | $19.6M | Buy |
210,004
+145,990
| +228% | +$13.6M | 0.08% | 173 |
|
|
2023
Q4 | $5.77M | Sell |
64,014
-1,005
| -2% | -$90.6K | 0.03% | 268 |
|
|
2023
Q3 | $5.33M | Buy |
65,019
+63,651
| +4,653% | +$5.21M | 0.03% | 264 |
|
|
2023
Q2 | $111K | Buy |
1,368
+115
| +9% | +$9.33K | ﹤0.01% | 763 |
|
|
2023
Q1 | $90K | Sell |
1,253
-48
| -4% | -$3.45K | ﹤0.01% | 762 |
|
|
2022
Q4 | $85K | Buy |
1,301
+693
| +114% | +$45.3K | ﹤0.01% | 789 |
|
|
2022
Q3 | $39K | Buy |
608
+552
| +986% | +$35.4K | ﹤0.01% | 881 |
|
|
2022
Q2 | $5K | Buy |
56
+5
| +10% | +$446 | ﹤0.01% | 1088 |
|
|
2022
Q1 | $5K | Hold |
51
| – | – | ﹤0.01% | 1141 |
|
|
2021
Q4 | $4K | Hold |
51
| – | – | ﹤0.01% | 1142 |
|
|
2021
Q3 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 1100 |
|
|
2020
Q2 | – | Sell |
-8,083
| Closed | -$370K | – | 686 |
|
|
2020
Q1 | $370K | Buy |
8,083
+1,120
| +16% | +$51.3K | ﹤0.01% | 425 |
|
|
2019
Q4 | $569K | Buy |
6,963
+6,268
| +902% | +$512K | ﹤0.01% | 415 |
|
|
2019
Q3 | $63K | Buy |
+695
| New | +$63K | ﹤0.01% | 566 |
|