Concurrent Investment Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
19,725
+193
| +1% | +$29.7K | 0.06% | 323 |
|
|
2025
Q1 | $2.99M | Buy |
19,532
+373
| +2% | +$57.1K | 0.07% | 279 |
|
|
2024
Q4 | $2.41M | Sell |
19,159
-104
| -0.5% | -$13.1K | 0.07% | 284 |
|
|
2024
Q3 | $2.47M | Sell |
19,263
-86
| -0.4% | -$11K | 0.07% | 256 |
|
|
2024
Q2 | $2.02M | Buy |
19,349
+12,092
| +167% | +$1.26M | 0.07% | 273 |
|
|
2024
Q1 | $678K | Sell |
7,257
-424
| -6% | -$39.6K | 0.03% | 465 |
|
|
2023
Q4 | $693K | Buy |
+7,681
| New | +$693K | 0.03% | 411 |
|