Horizon Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Buy |
36,767
+27,949
| +317% | +$4.28M | 0.09% | 177 |
|
|
2025
Q1 | $1.35M | Buy |
8,818
+840
| +11% | +$129K | 0.04% | 237 |
|
|
2024
Q4 | $1.01M | Buy |
7,978
+95
| +1% | +$12K | 0.03% | 267 |
|
|
2024
Q3 | $1M | Sell |
7,883
-775
| -9% | -$98.7K | 0.03% | 264 |
|
|
2024
Q2 | $903K | Buy |
8,658
+643
| +8% | +$67K | 0.03% | 272 |
|
|
2024
Q1 | $744K | Buy |
8,015
+284
| +4% | +$26.4K | 0.02% | 293 |
|
|
2023
Q4 | $697K | Buy |
7,731
+559
| +8% | +$50.4K | 0.02% | 281 |
|
|
2023
Q3 | $583K | Buy |
7,172
+615
| +9% | +$50K | 0.02% | 257 |
|
|
2023
Q2 | $527K | Buy |
6,557
+132
| +2% | +$10.6K | 0.02% | 285 |
|
|
2023
Q1 | $457K | Sell |
6,425
-1,270
| -17% | -$90.3K | 0.01% | 307 |
|
|
2022
Q4 | $504K | Buy |
7,695
+3,183
| +71% | +$208K | 0.01% | 368 |
|
|
2022
Q3 | $290K | Buy |
4,512
+562
| +14% | +$36.1K | 0.01% | 411 |
|
|
2022
Q2 | $325K | Buy |
3,950
+141
| +4% | +$11.6K | 0.01% | 357 |
|
|
2022
Q1 | $366K | Buy |
3,809
+675
| +22% | +$64.9K | 0.01% | 401 |
|
|
2021
Q4 | $269K | Buy |
3,134
+266
| +9% | +$22.8K | 0.01% | 414 |
|
|
2021
Q3 | $235K | Buy |
2,868
+115
| +4% | +$9.42K | 0.01% | 434 |
|
|
2021
Q2 | $227K | Buy |
+2,753
| New | +$227K | 0.01% | 431 |
|
|
2020
Q4 | – | Sell |
-4,221
| Closed | -$230K | – | 396 |
|
|
2020
Q3 | $230K | Sell |
4,221
-3,763
| -47% | -$205K | 0.01% | 362 |
|
|
2020
Q2 | $413K | Buy |
7,984
+3,334
| +72% | +$172K | 0.01% | 341 |
|
|
2020
Q1 | $213K | Sell |
4,650
-35
| -0.7% | -$1.6K | 0.01% | 272 |
|
|
2019
Q4 | $383K | Buy |
4,685
+1,622
| +53% | +$133K | 0.02% | 351 |
|
|
2019
Q3 | $275K | Sell |
3,063
-5,038
| -62% | -$452K | 0.01% | 266 |
|
|
2019
Q2 | $660K | Buy |
+8,101
| New | +$660K | 0.02% | 195 |
|
|
2018
Q1 | – | Sell |
-17,723
| Closed | -$1.27M | – | 243 |
|
|
2017
Q4 | $1.27M | Buy |
+17,723
| New | +$1.27M | 0.08% | 84 |
|