FJ Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
28,454
+7,045
| +33% | +$1.08M | 0.46% | 42 |
|
|
2025
Q1 | $3.28M | Buy |
21,409
+2,068
| +11% | +$317K | 0.34% | 62 |
|
|
2024
Q4 | $2.44M | Sell |
19,341
-1,301
| -6% | -$164K | 0.28% | 66 |
|
|
2024
Q3 | $2.64M | Sell |
20,642
-1,466
| -7% | -$188K | 0.28% | 57 |
|
|
2024
Q2 | $2.3M | Buy |
22,108
+2,162
| +11% | +$225K | 0.24% | 55 |
|
|
2024
Q1 | $1.86M | Buy |
19,946
+2,193
| +12% | +$205K | 0.19% | 67 |
|
|
2023
Q4 | $1.6M | Buy |
17,753
+9,913
| +126% | +$894K | 0.16% | 77 |
|
|
2023
Q3 | $642K | Buy |
+7,840
| New | +$642K | 0.07% | 99 |
|
|
2023
Q2 | – | Sell |
-5,592
| Closed | -$401K | – | 123 |
|
|
2023
Q1 | $401K | Buy |
5,592
+1,433
| +34% | +$103K | 0.05% | 95 |
|
|
2022
Q4 | $273K | Buy |
+4,159
| New | +$273K | 0.03% | 86 |
|