DoubleLine ETF Adviser’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Buy |
35,846
+11,917
| +50% | +$1.83M | 1.77% | 10 |
|
|
2025
Q1 | $3.67M | Sell |
23,929
-10,933
| -31% | -$1.68M | 1.22% | 24 |
|
|
2024
Q4 | $4.39M | Buy |
34,862
+170
| +0.5% | +$21.4K | 1.19% | 22 |
|
|
2024
Q3 | $4.44M | Buy |
+34,692
| New | +$4.44M | 1.08% | 22 |
|
|
2024
Q2 | – | Sell |
-42,210
| Closed | -$3.94M | – | 243 |
|
|
2024
Q1 | $3.94M | Buy |
42,210
+4,221
| +11% | +$394K | 1% | 25 |
|
|
2023
Q4 | $3.43M | Buy |
+37,989
| New | +$3.43M | 0.99% | 25 |
|
|
2023
Q2 | – | Sell |
-23,739
| Closed | -$1.7M | – | 252 |
|
|
2023
Q1 | $1.7M | Buy |
23,739
+2,757
| +13% | +$198K | 0.73% | 26 |
|
|
2022
Q4 | $1.38M | Buy |
+20,982
| New | +$1.38M | 0.71% | 33 |
|