Jupiter Asset 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 | $76.4M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.9M | Buy |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $1.17M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.1M | Sell |
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|
2019
Q4 | $3.92M | Sell |
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|
2019
Q3 | $6.61M | Buy |
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|
2019
Q2 | $5.74M | Buy |
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|
2019
Q1 | $2.92M | Buy |
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