HRT Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $110M | Buy |
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|
2025
Q1 | $25.5M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $620K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.84M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $263K | Sell |
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|
2015
Q2 | $676K | Buy |
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|
2015
Q1 | $308K | Sell |
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|
2014
Q4 | $353K | Buy |
|