Jacobi Capital 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 | $459K | Buy |
|
|||||
|
2025
Q2 | $396K | Sell |
|
|||||
|
2025
Q1 | $474K | Buy |
|
|||||
|
2024
Q4 | $329K | Buy |
|
|||||
|
2024
Q3 | $313K | Buy |
|
|||||
|
2024
Q2 | $246K | Buy |
|
|||||
|
2024
Q1 | $205K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $115K | Buy |
|
|||||
|
2021
Q2 | $111K | Buy |
|
|||||
|
2021
Q1 | $87K | Buy |
|
|||||
|
2020
Q4 | $67K | Buy |
|
|||||
|
2020
Q3 | $50K | Hold |
|
|||||
|
2020
Q2 | $47K | Buy |
|
|||||
|
2020
Q1 | $42K | Sell |
|
|||||
|
2019
Q4 | $81K | Buy |
|
|||||
|
2019
Q3 | $62K | Buy |
|
|||||
|
2019
Q2 | $50K | Buy |
|
|||||
|
2019
Q1 | $39K | Buy |
|
|||||
|
2018
Q4 | $28K | Hold |
|
|||||
|
2018
Q3 | $26K | Buy |
|
|||||
|
2018
Q2 | $13K | Hold |
|
|||||
|
2018
Q1 | $11K | Hold |
|
|||||
|
2017
Q4 | $13K | Hold |
|
|||||
|
2017
Q3 | $14K | Hold |
|
|||||
|
2017
Q2 | $15K | Hold |
|
|||||
|
2017
Q1 | $14K | Hold |
|
|||||
|
2016
Q4 | $13K | Hold |
|
|||||
|
2016
Q3 | $14K | Hold |
|
|||||
|
2016
Q2 | $15K | Buy |
|