Engineers Gate Manager’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.18M | Buy |
53,206
+19,258
| +57% | +$2.96M | 0.1% | 260 |
|
|
2025
Q1 | $5.2M | Buy |
33,948
+14,680
| +76% | +$2.25M | 0.09% | 323 |
|
|
2024
Q4 | $2.43M | Buy |
19,268
+12,249
| +175% | +$1.54M | 0.04% | 546 |
|
|
2024
Q3 | $899K | Buy |
+7,019
| New | +$899K | 0.02% | 1064 |
|
|
2024
Q2 | – | Sell |
-19,688
| Closed | -$1.84M | – | 2261 |
|
|
2024
Q1 | $1.84M | Sell |
19,688
-4,043
| -17% | -$378K | 0.05% | 518 |
|
|
2023
Q4 | $2.14M | Buy |
+23,731
| New | +$2.14M | 0.06% | 451 |
|
|
2023
Q1 | – | Sell |
-18,941
| Closed | -$1.24M | – | 2043 |
|
|
2022
Q4 | $1.24M | Sell |
18,941
-4,205
| -18% | -$276K | 0.07% | 372 |
|
|
2022
Q3 | $1.49M | Buy |
+23,146
| New | +$1.49M | 0.09% | 273 |
|
|
2022
Q1 | – | Sell |
-13,118
| Closed | -$1.13M | – | 2350 |
|
|
2021
Q4 | $1.13M | Buy |
+13,118
| New | +$1.13M | 0.05% | 561 |
|
|
2021
Q1 | – | Sell |
-6,848
| Closed | -$443K | – | 2159 |
|
|
2020
Q4 | $443K | Buy |
+6,848
| New | +$443K | 0.02% | 1048 |
|
|
2020
Q2 | – | Sell |
-5,615
| Closed | -$257K | – | 2000 |
|
|
2020
Q1 | $257K | Buy |
+5,615
| New | +$257K | 0.02% | 1124 |
|