Gotham Asset 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
Q2 | $15.3M | Buy |
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|
2025
Q1 | $11M | Buy |
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|
2024
Q4 | $8.3M | Buy |
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|
2024
Q3 | $4.54M | Buy |
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|
2024
Q2 | $3.7M | Buy |
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|
2024
Q1 | $2.78M | Buy |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $2.25M | Sell |
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|
2023
Q2 | $2.25M | Sell |
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|
2023
Q1 | $2.78M | Sell |
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|
2022
Q4 | $2.97M | Buy |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $548K | Sell |
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|
2021
Q2 | $840K | Buy |
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|
2021
Q1 | $650K | Sell |
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|
2020
Q4 | $2.17M | Sell |
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|
2020
Q3 | $2.89M | Buy |
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|
2020
Q2 | $1.49M | Sell |
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|
2020
Q1 | $3.06M | Buy |
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|
2019
Q4 | $844K | Sell |
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|
2019
Q3 | $2.6M | Sell |
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|
2019
Q2 | $7.55M | Sell |
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|
2019
Q1 | $9.02M | Buy |
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|
2018
Q4 | $2.03M | Buy |
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|
2018
Q3 | $629K | Sell |
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|
2018
Q2 | $625K | Buy |
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|
2018
Q1 | $394K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $419K | Buy |
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