Convergence Investment Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Buy |
+5,154
| New | +$792K | 0.2% | 163 |
|
|
2024
Q2 | – | Sell |
-3,842
| Closed | -$359K | – | 300 |
|
|
2024
Q1 | $359K | Buy |
3,842
+1,127
| +42% | +$105K | 0.14% | 174 |
|
|
2023
Q4 | $245K | Buy |
+2,715
| New | +$245K | 0.13% | 161 |
|
|
2018
Q2 | – | Sell |
-379
| Closed | -$21K | – | 906 |
|
|
2018
Q1 | $21K | Sell |
379
-13,419
| -97% | -$744K | ﹤0.01% | 588 |
|
|
2017
Q4 | $880K | Sell |
13,798
-1,261
| -8% | -$80.4K | 0.12% | 248 |
|
|
2017
Q3 | $1.06M | Buy |
15,059
+535
| +4% | +$37.6K | 0.15% | 229 |
|
|
2017
Q2 | $1.09M | Buy |
+14,524
| New | +$1.09M | 0.16% | 234 |
|
|
2015
Q2 | – | Sell |
-23,265
| Closed | -$1.8M | – | 425 |
|
|
2015
Q1 | $1.8M | Buy |
+23,265
| New | +$1.8M | 0.25% | 151 |
|