DRW Securities’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
9,153
+2,095
| +30% | +$320K | 0.03% | 162 |
|
|
2025
Q1 | $1.08M | Buy |
+7,058
| New | +$1.08M | 0.03% | 178 |
|
|
2023
Q4 | – | Sell |
-9,575
| Closed | -$784K | – | 393 |
|
|
2023
Q3 | $784K | Buy |
9,575
+3,561
| +59% | +$292K | 0.02% | 121 |
|
|
2023
Q2 | $486K | Buy |
6,014
+749
| +14% | +$60.5K | 0.01% | 145 |
|
|
2023
Q1 | $377K | Buy |
5,265
+74
| +1% | +$5.3K | 0.01% | 155 |
|
|
2022
Q4 | $340K | Buy |
5,191
+27
| +0.5% | +$1.77K | 0.01% | 110 |
|
|
2022
Q3 | $332K | Buy |
5,164
+2,017
| +64% | +$130K | 0.01% | 102 |
|
|
2022
Q2 | $259K | Buy |
+3,147
| New | +$259K | 0.01% | 131 |
|
|
2021
Q4 | – | Sell |
-3,281
| Closed | -$270K | – | 267 |
|
|
2021
Q3 | $270K | Buy |
+3,281
| New | +$270K | 0.01% | 127 |
|
|
2018
Q1 | – | Sell |
-5,184
| Closed | -$331K | – | 470 |
|
|
2017
Q4 | $331K | Buy |
+5,184
| New | +$331K | 0.03% | 281 |
|