Erste 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
Q3 | $34.4M | Buy |
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|
2025
Q2 | $27.3M | Buy |
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|
2025
Q1 | $13.2M | Buy |
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|
2024
Q4 | $6.17M | Buy |
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|
2024
Q3 | $3.46M | Buy |
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|
2024
Q2 | $2.62M | Sell |
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|
2024
Q1 | $2.42M | Buy |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $267K | Buy |
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|
2023
Q1 | $194K | Buy |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Hold |
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