J. Safra Sarasin Holding’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
1,881
-17,148
-90% -$2.64M 0.01% 440
2025
Q1
$2.92M Sell
19,029
-157
-0.8% -$24.1K 0.05% 176
2024
Q4
$2.42M Buy
+19,186
New +$2.42M 0.04% 206