Impax Asset Management Group’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 | $2.83M | Sell |
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|
2025
Q1 | $3.83M | Sell |
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|
2024
Q4 | $3.47M | Sell |
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|
2024
Q3 | $4.66M | Buy |
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|
2024
Q2 | $3.07M | Sell |
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|
2024
Q1 | $4.71M | Sell |
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|
2023
Q4 | $5.22M | Buy |
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|
2023
Q3 | $2.63M | Sell |
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|
2023
Q2 | $2.67M | Sell |
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|
2023
Q1 | $2.44M | Sell |
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|
2022
Q4 | $2.23M | Sell |
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|
2022
Q3 | $19.4M | Buy |
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|
2022
Q2 | $21.4M | Buy |
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|
2022
Q1 | $24.7M | Buy |
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|
2021
Q4 | $22M | Sell |
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|
2021
Q3 | $21.1M | Buy |
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|
2021
Q2 | $20.9M | Sell |
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|
2021
Q1 | $18.1M | Buy |
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|
2020
Q4 | $15.3M | Sell |
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|
2020
Q3 | $14.5M | Buy |
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|
2020
Q2 | $9.55M | Buy |
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|
2020
Q1 | $482K | Buy |
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|
2019
Q4 | $717K | Buy |
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