IIM
INTECH Investment Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Sell |
95,415
-53,782
| -36% | -$8.27M | 0.14% | 112 |
|
|
2025
Q1 | $22.9M | Sell |
149,197
-6,819
| -4% | -$1.04M | 0.24% | 61 |
|
|
2024
Q4 | $19.7M | Buy |
156,016
+88,951
| +133% | +$11.2M | 0.19% | 74 |
|
|
2024
Q3 | $8.59M | Buy |
67,065
+36,580
| +120% | +$4.68M | 0.1% | 179 |
|
|
2024
Q2 | $3.18M | Buy |
30,485
+8,191
| +37% | +$854K | 0.04% | 343 |
|
|
2024
Q1 | $2.08M | Buy |
22,294
+13,300
| +148% | +$1.24M | 0.03% | 357 |
|
|
2023
Q4 | $811K | Hold |
8,994
| – | – | 0.01% | 460 |
|
|
2023
Q3 | $737K | Sell |
8,994
-5,400
| -38% | -$442K | 0.01% | 509 |
|
|
2023
Q2 | $1.16M | Sell |
14,394
-81,278
| -85% | -$6.57M | 0.01% | 441 |
|
|
2023
Q1 | $6.86M | Sell |
95,672
-42,057
| -31% | -$3.02M | 0.06% | 335 |
|
|
2022
Q4 | $9.03M | Buy |
137,729
+1,209
| +0.9% | +$79.3K | 0.07% | 307 |
|
|
2022
Q3 | $8.78M | Sell |
136,520
-90,571
| -40% | -$5.83M | 0.07% | 294 |
|
|
2022
Q2 | $18.7M | Buy |
+227,091
| New | +$18.7M | 0.11% | 210 |
|