Epoch Investment Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $15M | Sell |
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|
2024
Q2 | $13.7M | Sell |
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|
2024
Q1 | $12.8M | Sell |
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|
2023
Q4 | $12.6M | Sell |
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|
2023
Q3 | $45.6M | Sell |
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|
2023
Q2 | $55.4M | Sell |
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|
2023
Q1 | $57.2M | Sell |
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|
2022
Q4 | $53M | Buy |
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|
2022
Q3 | $39.1M | Sell |
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|
2022
Q2 | $50.9M | Sell |
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|
2022
Q1 | $63.5M | Sell |
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|
2021
Q4 | $57.8M | Sell |
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|
2021
Q3 | $55.8M | Sell |
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|
2021
Q2 | $65.1M | Sell |
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|
2021
Q1 | $76.1M | Sell |
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|
2020
Q4 | $94M | Sell |
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|
2020
Q3 | $92M | Sell |
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|
2020
Q2 | $103M | Sell |
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|
2020
Q1 | $93.7M | Sell |
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|
2019
Q4 | $187M | Sell |
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|
2019
Q3 | $242M | Sell |
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|
2019
Q2 | $241M | Sell |
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|
2019
Q1 | $250M | Sell |
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|
2018
Q4 | $233M | Sell |
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|
2018
Q3 | $252M | Sell |
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|
2018
Q2 | $262K | Sell |
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|
2018
Q1 | $244M | Sell |
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|
2017
Q4 | $329M | Buy |
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|
2017
Q3 | $360M | Sell |
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|
2017
Q2 | $392M | Sell |
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|
2017
Q1 | $399M | Buy |
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|
2016
Q4 | $326M | Sell |
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|
2016
Q3 | $369M | Buy |
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|
2016
Q2 | $374M | Sell |
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|
2016
Q1 | $346M | Sell |
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|
2015
Q4 | $340M | Buy |
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|
2015
Q3 | $312M | Buy |
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|
2015
Q2 | $278M | Buy |
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|
2015
Q1 | $327M | Buy |
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|
2014
Q4 | $318M | Buy |
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|
2014
Q3 | $259M | Buy |
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|
2014
Q2 | $248M | Buy |
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|
2014
Q1 | $224M | Buy |
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|
2013
Q4 | $195M | Buy |
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|
2013
Q3 | $185M | Buy |
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|
2013
Q2 | $81.8M | Buy |
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