HAIM
Hunter Associates Investment Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
1,600
| – | – | 0.04% | 228 |
|
|
2025
Q1 | $246K | Hold |
1,600
| – | – | 0.04% | 221 |
|
|
2024
Q4 | $201K | Sell |
1,600
-50
| -3% | -$6.28K | 0.03% | 244 |
|
|
2024
Q3 | $212K | Buy |
+1,650
| New | +$212K | 0.03% | 241 |
|
|
2024
Q1 | – | Sell |
-2,400
| Closed | -$217K | – | 267 |
|
|
2023
Q4 | $217K | Buy |
+2,400
| New | +$217K | 0.04% | 240 |
|
|
2022
Q3 | – | Sell |
-2,895
| Closed | -$237K | – | 232 |
|
|
2022
Q2 | $237K | Buy |
+2,895
| New | +$237K | 0.06% | 195 |
|
|
2021
Q2 | – | Sell |
-5,505
| Closed | -$394K | – | 196 |
|
|
2021
Q1 | $394K | Sell |
5,505
-2,303
| -29% | -$165K | 0.09% | 147 |
|
|
2020
Q4 | $505K | Sell |
7,808
-12,174
| -61% | -$787K | 0.12% | 119 |
|
|
2020
Q3 | $1.1M | Sell |
19,982
-6,948
| -26% | -$383K | 0.31% | 67 |
|
|
2020
Q2 | $1.39M | Buy |
26,930
+1,750
| +7% | +$90.6K | 0.41% | 57 |
|
|
2020
Q1 | $1.15M | Buy |
25,180
+2,480
| +11% | +$114K | 0.45% | 52 |
|
|
2019
Q4 | $1.86M | Sell |
22,700
-5,125
| -18% | -$419K | 0.58% | 41 |
|
|
2019
Q3 | $2.52M | Sell |
27,825
-575
| -2% | -$52.1K | 0.87% | 31 |
|
|
2019
Q2 | $2.32M | Sell |
28,400
-550
| -2% | -$44.8K | 0.8% | 35 |
|
|
2019
Q1 | $2.25M | Buy |
28,950
+500
| +2% | +$38.8K | 0.79% | 34 |
|
|
2018
Q4 | $1.98M | Buy |
28,450
+1,900
| +7% | +$132K | 0.8% | 33 |
|
|
2018
Q3 | $1.71M | Buy |
26,550
+1,250
| +5% | +$80.4K | 0.59% | 47 |
|
|
2018
Q2 | $1.59M | Buy |
25,300
+11,775
| +87% | +$738K | 0.57% | 48 |
|
|
2018
Q1 | $736K | Buy |
13,525
+4,400
| +48% | +$239K | 0.27% | 77 |
|
|
2017
Q4 | $582K | Buy |
9,125
+450
| +5% | +$28.7K | 0.21% | 86 |
|
|
2017
Q3 | $610K | Buy |
8,675
+950
| +12% | +$66.8K | 0.24% | 80 |
|
|
2017
Q2 | $578K | Buy |
7,725
+1,150
| +17% | +$86K | 0.24% | 85 |
|
|
2017
Q1 | $466K | Buy |
6,575
+1,100
| +20% | +$78K | 0.2% | 94 |
|
|
2016
Q4 | $366K | Sell |
5,475
-550
| -9% | -$36.8K | 0.16% | 110 |
|
|
2016
Q3 | $450K | Buy |
+6,025
| New | +$450K | 0.19% | 104 |
|