Empowered Funds’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46M | Buy |
35,506
+20,716
| +140% | +$3.18M | 0.06% | 410 |
|
|
2025
Q1 | $2.27M | Buy |
14,790
+3,564
| +32% | +$546K | 0.03% | 692 |
|
|
2024
Q4 | $1.41M | Buy |
11,226
+1,132
| +11% | +$143K | 0.02% | 868 |
|
|
2024
Q3 | $1.29M | Buy |
10,094
+696
| +7% | +$89.1K | 0.02% | 832 |
|
|
2024
Q2 | $980K | Buy |
9,398
+2,033
| +28% | +$212K | 0.02% | 867 |
|
|
2024
Q1 | $688K | Buy |
7,365
+1,901
| +35% | +$178K | 0.01% | 999 |
|
|
2023
Q4 | $493K | Buy |
5,464
+1,202
| +28% | +$108K | 0.01% | 990 |
|
|
2023
Q3 | $349K | Buy |
4,262
+780
| +22% | +$63.9K | 0.01% | 1022 |
|
|
2023
Q2 | $282K | Buy |
+3,482
| New | +$282K | 0.01% | 983 |
|