Fiera Capital (Canada)’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
+2,902
| New | +$446K | ﹤0.01% | 384 |
|
|
2019
Q3 | – | Sell |
-3,450
| Closed | -$281K | – | 690 |
|
|
2019
Q2 | $281K | Buy |
+3,450
| New | +$281K | ﹤0.01% | 565 |
|
|
2015
Q2 | – | Sell |
-32,215
| Closed | -$2.49M | – | 550 |
|
|
2015
Q1 | $2.49M | Sell |
32,215
-3,005
| -9% | -$232K | 0.02% | 321 |
|
|
2014
Q4 | $2.67M | Buy |
35,220
+285
| +0.8% | +$21.6K | 0.02% | 305 |
|
|
2014
Q3 | $2.18M | Buy |
+34,935
| New | +$2.18M | 0.02% | 342 |
|
|
2014
Q2 | – | Sell |
-29,775
| Closed | -$1.78M | – | 541 |
|
|
2014
Q1 | $1.78M | Buy |
29,775
+2,165
| +8% | +$129K | 0.01% | 379 |
|
|
2013
Q4 | $1.48M | Buy |
+27,610
| New | +$1.48M | 0.01% | 389 |
|