HRT Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110M | Buy |
712,929
+546,225
| +328% | +$84M | 0.48% | 11 |
|
|
2025
Q1 | $25.5M | Buy |
+166,704
| New | +$25.5M | 0.16% | 71 |
|
|
2020
Q2 | – | Sell |
-13,554
| Closed | -$620K | – | 1640 |
|
|
2020
Q1 | $620K | Buy |
+13,554
| New | +$620K | 0.04% | 287 |
|
|
2019
Q4 | – | Sell |
-20,304
| Closed | -$1.84M | – | 1594 |
|
|
2019
Q3 | $1.84M | Buy |
+20,304
| New | +$1.84M | 0.09% | 143 |
|
|
2015
Q4 | – | Sell |
-3,890
| Closed | -$263K | – | 122 |
|
|
2015
Q3 | $263K | Sell |
3,890
-6,416
| -62% | -$434K | 0.22% | 59 |
|
|
2015
Q2 | $676K | Buy |
10,306
+6,321
| +159% | +$415K | 0.32% | 42 |
|
|
2015
Q1 | $308K | Sell |
3,985
-680
| -15% | -$52.6K | 0.39% | 31 |
|
|
2014
Q4 | $353K | Buy |
+4,665
| New | +$353K | 0.5% | 25 |
|