Everence Capital 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 | $3.06M | Buy |
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|
2025
Q2 | $2.22M | Sell |
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|
2025
Q1 | $2.59M | Buy |
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|
2024
Q4 | $2.02M | Sell |
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|
2024
Q3 | $2.26M | Hold |
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|
2024
Q2 | $1.69K | Hold |
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|
2024
Q1 | $1.65K | Hold |
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|
2023
Q4 | $1.59M | Buy |
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|
2023
Q3 | $1.11K | Hold |
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|
2023
Q2 | $1.01M | Hold |
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|
2023
Q1 | $971 | Hold |
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|
2022
Q4 | $888 | Buy |
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|
2022
Q3 | $585K | Hold |
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|
2022
Q2 | $749K | Hold |
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|
2022
Q1 | $875K | Hold |
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|
2021
Q4 | $781K | Hold |
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|
2021
Q3 | $750K | Hold |
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|
2021
Q2 | $756K | Sell |
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|
2021
Q1 | $941K | Sell |
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|
2020
Q4 | $854K | Buy |
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|
2020
Q3 | $501K | Hold |
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|
2020
Q2 | $461K | Hold |
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|
2020
Q1 | $417K | Hold |
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|
2019
Q4 | $744K | Buy |
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|
2019
Q3 | $816K | Hold |
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|
2019
Q2 | $734K | Hold |
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|
2019
Q1 | $698K | Sell |
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|
2018
Q4 | $847K | Hold |
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|
2018
Q3 | $785K | Hold |
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|
2018
Q2 | $765K | Buy |
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|
2018
Q1 | $407K | Hold |
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|
2017
Q4 | $477K | Sell |
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|
2017
Q3 | $695K | Hold |
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|
2017
Q2 | $740K | Hold |
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|
2017
Q1 | $700K | Hold |
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|
2016
Q4 | $661K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $621K | Hold |
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|
2015
Q2 | $602K | Hold |
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|
2015
Q1 | $708K | Hold |
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|
2014
Q4 | $694K | Buy |
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