GW&K Investment 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 | $55K | Buy |
359
+33
| +10% | +$5.06K | ﹤0.01% | 495 |
|
|
2025
Q1 | $50K | Buy |
326
+56
| +21% | +$8.59K | ﹤0.01% | 490 |
|
|
2024
Q4 | $34K | Buy |
270
+12
| +5% | +$1.51K | ﹤0.01% | 524 |
|
|
2024
Q3 | $33K | Buy |
258
+57
| +28% | +$7.29K | ﹤0.01% | 513 |
|
|
2024
Q2 | $21K | Buy |
201
+33
| +20% | +$3.45K | ﹤0.01% | 565 |
|
|
2024
Q1 | $16K | Sell |
168
-5
| -3% | -$476 | ﹤0.01% | 579 |
|
|
2023
Q4 | $16K | Buy |
173
+30
| +21% | +$2.78K | ﹤0.01% | 562 |
|
|
2023
Q3 | $12K | Buy |
143
+8
| +6% | +$671 | ﹤0.01% | 582 |
|
|
2023
Q2 | $11K | Buy |
135
+132
| +4,400% | +$10.8K | ﹤0.01% | 594 |
|
|
2023
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 619 |
|
|
2022
Q3 | – | Sell |
-33
| Closed | -$3K | – | 821 |
|
|
2022
Q2 | $3K | Buy |
33
+9
| +38% | +$818 | ﹤0.01% | 716 |
|
|
2022
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 736 |
|