HGI Capital Management’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$399K Sell
2023
Q4
$420K Buy
2023
Q3
Sell
2023
Q2
$4.25M Sell
2023
Q1
$10M Sell
2022
Q4
$12.5M Buy
2022
Q2
Sell
2022
Q1
$6.17M Buy
2021
Q4
$1.89M Buy