Great Lakes Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
3,507
+426
| +14% | +$65.5K | ﹤0.01% | 600 |
|
|
2025
Q1 | $472K | Sell |
3,081
-658
| -18% | -$101K | ﹤0.01% | 616 |
|
|
2024
Q4 | $471K | Buy |
3,739
+1,429
| +62% | +$180K | ﹤0.01% | 660 |
|
|
2024
Q3 | $296K | Buy |
+2,310
| New | +$296K | ﹤0.01% | 742 |
|
|
2020
Q3 | – | Sell |
-4,667
| Closed | -$242K | – | 627 |
|
|
2020
Q2 | $242K | Sell |
4,667
-555
| -11% | -$28.8K | 0.01% | 512 |
|
|
2020
Q1 | $239K | Buy |
5,222
+985
| +23% | +$45.1K | 0.01% | 501 |
|
|
2019
Q4 | $347K | Buy |
4,237
+1,205
| +40% | +$98.7K | 0.01% | 479 |
|
|
2019
Q3 | $275K | Buy |
+3,032
| New | +$275K | 0.01% | 495 |
|