Inspire Investing’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
68,748
+9,686
| +16% | +$1.49M | 1.15% | 10 |
|
|
2025
Q1 | $9.05M | Buy |
59,062
+2,996
| +5% | +$459K | 1.08% | 10 |
|
|
2024
Q4 | $7.07M | Sell |
56,066
-258
| -0.5% | -$32.5K | 0.79% | 13 |
|
|
2024
Q3 | $7.21M | Buy |
56,324
+53,785
| +2,118% | +$6.89M | 0.74% | 17 |
|
|
2024
Q2 | $265K | Sell |
2,539
-2,206
| -46% | -$230K | 0.03% | 752 |
|
|
2024
Q1 | $443K | Sell |
4,745
-152
| -3% | -$14.2K | 0.05% | 324 |
|
|
2023
Q4 | $442K | Buy |
4,897
+464
| +10% | +$41.8K | 0.05% | 359 |
|
|
2023
Q3 | $363K | Buy |
+4,433
| New | +$363K | 0.05% | 349 |
|
|
2020
Q2 | – | Sell |
-204
| Closed | -$9K | – | 744 |
|
|
2020
Q1 | $9K | Buy |
+204
| New | +$9K | ﹤0.01% | 712 |
|
|
2018
Q1 | – | Sell |
-13
| Closed | -$1K | – | 704 |
|
|
2017
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 895 |
|