Federated Hermes’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 | $30.2M | Buy |
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|
2025
Q1 | $10.3M | Buy |
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|
2024
Q4 | $699K | Sell |
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|
2024
Q3 | $2.23M | Buy |
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|
2024
Q2 | $973K | Buy |
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|
2024
Q1 | $735K | Sell |
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|
2023
Q4 | $834K | Sell |
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|
2023
Q3 | $795K | Buy |
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|
2023
Q2 | $674K | Buy |
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|
2023
Q1 | $384K | Buy |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $473K | Sell |
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|
2022
Q2 | $615K | Buy |
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|
2022
Q1 | $597K | Buy |
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|
2021
Q4 | $294K | Buy |
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|
2021
Q3 | $166K | Sell |
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|
2021
Q2 | $347K | Buy |
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|
2021
Q1 | $226K | Sell |
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|
2020
Q4 | $245K | Sell |
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|
2020
Q3 | $229K | Sell |
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|
2020
Q2 | $723K | Sell |
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|
2020
Q1 | $63.7M | Sell |
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|
2019
Q4 | $255M | Sell |
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|
2019
Q3 | $292M | Buy |
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|
2019
Q2 | $172M | Buy |
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|
2019
Q1 | $162M | Buy |
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|
2018
Q4 | $144M | Sell |
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|
2018
Q3 | $135M | Sell |
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|
2018
Q2 | $135M | Sell |
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|
2018
Q1 | $122M | Buy |
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|
2017
Q4 | $135M | Sell |
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|
2017
Q3 | $154M | Buy |
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|
2017
Q2 | $162M | Sell |
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|
2017
Q1 | $157M | Buy |
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|
2016
Q4 | $144M | Buy |
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|
2016
Q3 | $119M | Buy |
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|
2016
Q2 | $104M | Buy |
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|
2016
Q1 | $83.8M | Buy |
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|
2015
Q4 | $77.6M | Sell |
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|
2015
Q3 | $84.8M | Sell |
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|
2015
Q2 | $97.7M | Sell |
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|
2015
Q1 | $117M | Sell |
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|
2014
Q4 | $116M | Buy |
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|
2014
Q3 | $93.7M | Sell |
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|
2014
Q2 | $104M | Buy |
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|
2014
Q1 | $97.1M | Buy |
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|
2013
Q4 | $84.6M | Buy |
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|
2013
Q3 | $90.2M | Buy |
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|
2013
Q2 | $94.1M | Buy |
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