IEQ Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
20,350
-5,291
| -21% | -$813K | 0.02% | 545 |
|
|
2025
Q1 | $3.93M | Buy |
25,641
+2,252
| +10% | +$345K | 0.03% | 398 |
|
|
2024
Q4 | $2.95M | Buy |
23,389
+804
| +4% | +$101K | 0.03% | 400 |
|
|
2024
Q3 | $2.89M | Buy |
22,585
+2,032
| +10% | +$260K | 0.04% | 295 |
|
|
2024
Q2 | $2.14M | Buy |
20,553
+2,261
| +12% | +$236K | 0.03% | 323 |
|
|
2024
Q1 | $1.71M | Buy |
18,292
+976
| +6% | +$91.2K | 0.02% | 349 |
|
|
2023
Q4 | $1.56M | Buy |
17,316
+2,006
| +13% | +$181K | 0.03% | 333 |
|
|
2023
Q3 | $1.25M | Buy |
15,310
+529
| +4% | +$43.3K | 0.03% | 349 |
|
|
2023
Q2 | $1.2M | Buy |
14,781
+1,461
| +11% | +$118K | 0.02% | 356 |
|
|
2023
Q1 | $955K | Buy |
13,320
+54
| +0.4% | +$3.87K | 0.02% | 401 |
|
|
2022
Q4 | $870K | Buy |
13,266
+8,190
| +161% | +$537K | 0.02% | 392 |
|
|
2022
Q3 | $326K | Buy |
5,076
+716
| +16% | +$46K | 0.01% | 645 |
|
|
2022
Q2 | $359K | Sell |
4,360
-305
| -7% | -$25.1K | 0.01% | 550 |
|
|
2022
Q1 | $449K | Buy |
4,665
+192
| +4% | +$18.5K | 0.01% | 532 |
|
|
2021
Q4 | $384K | Sell |
4,473
-266
| -6% | -$22.8K | 0.01% | 531 |
|
|
2021
Q3 | $391K | Buy |
4,739
+2,267
| +92% | +$187K | 0.01% | 500 |
|
|
2021
Q2 | $205K | Buy |
+2,472
| New | +$205K | 0.01% | 582 |
|