Investment Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
1,613
+6
| +0.4% | +$922 | 0.09% | 139 |
|
|
2025
Q1 | $246K | Buy |
1,607
+5
| +0.3% | +$766 | 0.1% | 138 |
|
|
2024
Q4 | $202K | Buy |
+1,602
| New | +$202K | 0.08% | 143 |
|
|
2016
Q3 | – | Sell |
-6,759
| Closed | -$515K | – | 181 |
|
|
2016
Q2 | $515K | Sell |
6,759
-1,342
| -17% | -$102K | 0.51% | 67 |
|
|
2016
Q1 | $551K | Buy |
8,101
+2,047
| +34% | +$139K | 0.36% | 79 |
|
|
2015
Q4 | $414K | Buy |
6,054
+12
| +0.2% | +$821 | 0.5% | 67 |
|
|
2015
Q3 | $413K | Buy |
6,042
+109
| +2% | +$7.45K | 0.54% | 64 |
|
|
2015
Q2 | $390K | Buy |
5,933
+6
| +0.1% | +$394 | 0.47% | 71 |
|
|
2015
Q1 | $455K | Buy |
5,927
+7
| +0.1% | +$537 | 0.5% | 67 |
|
|
2014
Q4 | $451K | Buy |
+5,920
| New | +$451K | 0.52% | 65 |
|