Envestnet Portfolio Solutions
WELL icon

Envestnet Portfolio Solutions’s Welltower WELL Stock Holding History

Envestnet Portfolio Solutions’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.47M Sell
2025
Q2 		$2.32M Buy
2025
Q1 		$1.65M Sell
2024
Q4 		$2.13M Sell
2024
Q3 		$2.75M Sell
2024
Q2 		$2.26M Buy
2024
Q1 		$1.95M Buy
2023
Q4 		$1.8M Buy
2023
Q3 		$1.2M Buy