Eminence Capital’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,450,266
Closed -$93.7M 88
2020
Q4
$93.7M Sell
1,450,266
-836,095
-37% -$54M 0.88% 45
2020
Q3
$126M Buy
2,286,361
+1,456,681
+176% +$80.2M 1.23% 25
2020
Q2
$42.9M Buy
+829,680
New +$42.9M 0.43% 55