Hunter Associates Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $201K | Sell |
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|
2024
Q3 | $212K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $237K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $394K | Sell |
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|
2020
Q4 | $505K | Sell |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $1.39M | Buy |
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|
2020
Q1 | $1.15M | Buy |
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|
2019
Q4 | $1.86M | Sell |
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|
2019
Q3 | $2.52M | Sell |
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|
2019
Q2 | $2.31M | Sell |
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|
2019
Q1 | $2.25M | Buy |
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|
2018
Q4 | $1.98M | Buy |
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|
2018
Q3 | $1.71M | Buy |
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|
2018
Q2 | $1.59M | Buy |
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|
2018
Q1 | $736K | Buy |
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|
2017
Q4 | $582K | Buy |
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|
2017
Q3 | $610K | Buy |
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|
2017
Q2 | $578K | Buy |
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|
2017
Q1 | $466K | Buy |
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|
2016
Q4 | $366K | Sell |
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|
2016
Q3 | $450K | Buy |
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