Envestnet Asset Management’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 | $76.3M | Buy |
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|
2025
Q1 | $70.3M | Buy |
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|
2024
Q4 | $57.8M | Sell |
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|
2024
Q3 | $63.7M | Sell |
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|
2024
Q2 | $52.8M | Buy |
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|
2024
Q1 | $45.1M | Buy |
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|
2023
Q4 | $39.5M | Sell |
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|
2023
Q3 | $36.6M | Buy |
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|
2023
Q2 | $28.4M | Sell |
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|
2023
Q1 | $26.9M | Buy |
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|
2022
Q4 | $23.7M | Buy |
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|
2022
Q3 | $20.2M | Buy |
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|
2022
Q2 | $23.7M | Buy |
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|
2022
Q1 | $27.3M | Sell |
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|
2021
Q4 | $40.4M | Buy |
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|
2021
Q3 | $35.7M | Sell |
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|
2021
Q2 | $37.1M | Buy |
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|
2021
Q1 | $27.7M | Buy |
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|
2020
Q4 | $22.7M | Sell |
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|
2020
Q3 | $21M | Sell |
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|
2020
Q2 | $20.3M | Sell |
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|
2020
Q1 | $36.7M | Buy |
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|
2019
Q4 | $51.7M | Sell |
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|
2019
Q3 | $59.8M | Buy |
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|
2019
Q2 | $53.7M | Buy |
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|
2019
Q1 | $49.1M | Buy |
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|
2018
Q4 | $43.2M | Buy |
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|
2018
Q3 | $1.17M | Sell |
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|
2018
Q2 | $6.83M | Buy |
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|
2018
Q1 | $5.32M | Sell |
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|
2017
Q4 | $10.2M | Sell |
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|
2017
Q3 | $11.4M | Sell |
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|
2017
Q2 | $13.3M | Sell |
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|
2017
Q1 | $12.7M | Buy |
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|
2016
Q4 | $12M | Buy |
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|
2016
Q3 | $12.9M | Sell |
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|
2016
Q2 | $16.1M | Sell |
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|
2016
Q1 | $14.7M | Sell |
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|
2015
Q4 | $16M | Sell |
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|
2015
Q3 | $16M | Sell |
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|
2015
Q2 | $15.6M | Sell |
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|
2015
Q1 | $19.5M | Buy |
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|
2014
Q4 | $2.49M | Sell |
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|
2014
Q3 | $2.12M | Buy |
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|
2014
Q2 | $2.01M | Sell |
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|
2014
Q1 | $1.98M | Buy |
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|
2013
Q4 | $1.74M | Buy |
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|
2013
Q3 | $1.66M | Buy |
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|
2013
Q2 | $1.45M | Buy |
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