IQ EQ Fund Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.08M | Sell |
|
|||||
|
2025
Q2 | $1.59M | Buy |
|
|||||
|
2025
Q1 | $1.44M | Sell |
|
|||||
|
2024
Q4 | $1.29M | Sell |
|
|||||
|
2024
Q3 | $1.49M | Sell |
|
|||||
|
2024
Q2 | $1.7M | Buy |
|
|||||
|
2024
Q1 | $542K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $569K | Hold |
|
|||||
|
2021
Q1 | $490K | Buy |
|
|||||
|
2020
Q4 | $368K | Hold |
|
|||||
|
2020
Q3 | $313K | Hold |
|
|||||
|
2020
Q2 | $294K | Hold |
|
|||||
|
2020
Q1 | $260K | Buy |
|
|||||
|
2019
Q4 | $461K | Buy |
|
|||||
|
2019
Q3 | $396K | Sell |
|
|||||
|
2019
Q2 | $600K | Buy |
|
|||||
|
2018
Q4 | $347K | Buy |
|