FORA Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,802
| Closed | -$3.19M | – | 722 |
|
|
2025
Q1 | $3.19M | Buy |
+20,802
| New | +$3.19M | 0.32% | 104 |
|
|
2024
Q3 | – | Sell |
-25,080
| Closed | -$2.61M | – | 596 |
|
|
2024
Q2 | $2.61M | Buy |
+25,080
| New | +$2.61M | 0.32% | 109 |
|
|
2024
Q1 | – | Sell |
-8,352
| Closed | -$753K | – | 585 |
|
|
2023
Q4 | $753K | Buy |
+8,352
| New | +$753K | 0.06% | 283 |
|
|
2023
Q1 | – | Sell |
-5,756
| Closed | -$377K | – | 718 |
|
|
2022
Q4 | $377K | Buy |
+5,756
| New | +$377K | 0.06% | 318 |
|
|
2022
Q2 | – | Sell |
-27,477
| Closed | -$2.69M | – | 705 |
|
|
2022
Q1 | $2.69M | Buy |
+27,477
| New | +$2.69M | 0.48% | 53 |
|
|
2021
Q3 | – | Sell |
-12,458
| Closed | -$1.04M | – | 876 |
|
|
2021
Q2 | $1.04M | Buy |
+12,458
| New | +$1.04M | 0.19% | 138 |
|
|
2021
Q1 | – | Sell |
-3,801
| Closed | -$246K | – | 1143 |
|
|
2020
Q4 | $246K | Buy |
+3,801
| New | +$246K | 0.04% | 467 |
|
|
2020
Q1 | – | Sell |
-8,022
| Closed | -$656K | – | 1376 |
|
|
2019
Q4 | $656K | Buy |
+8,022
| New | +$656K | 0.07% | 334 |
|