DZ Bank’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986M | Buy |
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|
2025
Q1 | $970M | Sell |
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|
2024
Q4 | $821M | Buy |
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|
2024
Q3 | $805M | Buy |
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|
2024
Q2 | $235M | Buy |
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|
2024
Q1 | $9.68M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $633K | Sell |
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|
2022
Q4 | $4.92M | Sell |
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|
2022
Q3 | $62.6M | Sell |
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|
2022
Q2 | $126M | Buy |
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|
2022
Q1 | $92.4M | Buy |
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|
2021
Q4 | $64.2M | Buy |
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|
2021
Q3 | $56.6M | Sell |
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|
2021
Q2 | $57.8M | Buy |
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|
2021
Q1 | $3.49M | Buy |
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|
2020
Q4 | $223K | Sell |
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|
2020
Q3 | $399K | Sell |
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|
2020
Q2 | $1.95M | Sell |
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|
2020
Q1 | $2.57M | Sell |
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|
2019
Q4 | $131M | Sell |
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|
2019
Q3 | $152M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $193K | Sell |
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|
2018
Q2 | $439K | Buy |
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|
2018
Q1 | $191K | Sell |
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|
2017
Q4 | $1.77M | Buy |
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|
2017
Q3 | $184K | Hold |
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|
2017
Q2 | $197K | Buy |
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|
2017
Q1 | $87K | Sell |
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|
2016
Q4 | $258K | Buy |
|