IEQ Capital’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 | $8.51M | Buy |
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|
2025
Q2 | $3.13M | Sell |
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|
2025
Q1 | $3.93M | Buy |
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|
2024
Q4 | $2.95M | Buy |
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|
2024
Q3 | $2.89M | Buy |
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|
2024
Q2 | $2.14M | Buy |
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|
2024
Q1 | $1.71M | Buy |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $955K | Buy |
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|
2022
Q4 | $870K | Buy |
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|
2022
Q3 | $326K | Buy |
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|
2022
Q2 | $359K | Sell |
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|
2022
Q1 | $449K | Buy |
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|
2021
Q4 | $384K | Sell |
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|
2021
Q3 | $391K | Buy |
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|
2021
Q2 | $205K | Buy |
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