CIM
Contravisory Investment Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Buy |
5,605
+3,250
| +138% | +$500K | 0.17% | 81 |
|
|
2025
Q1 | $361K | Buy |
2,355
+117
| +5% | +$17.9K | 0.08% | 186 |
|
|
2024
Q4 | $282K | Buy |
2,238
+98
| +5% | +$12.4K | 0.06% | 194 |
|
|
2024
Q3 | $274K | Sell |
2,140
-3
| -0.1% | -$384 | 0.06% | 188 |
|
|
2024
Q2 | $223K | Buy |
+2,143
| New | +$223K | 0.05% | 196 |
|
|
2018
Q1 | – | Sell |
-6
| Closed | – | – | 461 |
|
|
2017
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 530 |
|