Kayne Anderson Rudnick Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.24K | Buy |
53
+16
| +43% | +$2.49K | ﹤0.01% | 730 |
|
|
2025
Q1 | $5.76K | Sell |
37
-21
| -36% | -$3.27K | ﹤0.01% | 723 |
|
|
2024
Q4 | $7.31K | Buy |
58
+21
| +57% | +$2.65K | ﹤0.01% | 708 |
|
|
2024
Q3 | $4.82K | Sell |
37
-6
| -14% | -$781 | ﹤0.01% | 730 |
|
|
2024
Q2 | $4.55K | Buy |
43
+6
| +16% | +$634 | ﹤0.01% | 691 |
|
|
2024
Q1 | $3.52K | Sell |
37
-361
| -91% | -$34.3K | ﹤0.01% | 702 |
|
|
2023
Q4 | $35.9K | Sell |
398
-13,668
| -97% | -$1.23M | ﹤0.01% | 541 |
|
|
2023
Q3 | $1.15M | Sell |
14,066
-49
| -0.3% | -$4.01K | ﹤0.01% | 359 |
|
|
2023
Q2 | $1.14M | Sell |
14,115
-404
| -3% | -$32.7K | ﹤0.01% | 359 |
|
|
2023
Q1 | $1.04M | Sell |
14,519
-252
| -2% | -$18.1K | ﹤0.01% | 352 |
|
|
2022
Q4 | $968K | Buy |
+14,771
| New | +$968K | ﹤0.01% | 365 |
|
|
2020
Q3 | – | Sell |
-32
| Closed | -$2K | – | 584 |
|
|
2020
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 513 |
|
|
2020
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 603 |
|
|
2019
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 538 |
|
|
2019
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 491 |
|
|
2019
Q2 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 486 |
|