KMG Fiduciary Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.48M | Sell |
32,947
-2,558
| -7% | -$541K | 0.69% | 36 |
|
|
2026
Q1 | $7.02M | Sell |
35,505
-1
| -0% | -$198 | 0.52% | 53 |
|
|
2025
Q4 | $6.59M | Sell |
35,506
-148
| -0.4% | -$27.6K | 0.47% | 59 |
|
|
2025
Q3 | $6.35M | Sell |
35,654
-238
| -0.7% | -$39.1K | 0.43% | 59 |
|
|
2025
Q2 | $5.52M | Sell |
35,892
-256
| -0.7% | -$38.3K | 0.41% | 60 |
|
|
2025
Q1 | $5.54M | Sell |
36,148
-95
| -0.3% | -$13.5K | 0.46% | 58 |
|
|
2024
Q4 | $4.57M | Sell |
36,243
-68
| -0.2% | -$8.93K | 0.38% | 69 |
|
|
2024
Q3 | $4.65M | Sell |
36,311
-376
| -1% | -$43.9K | 0.4% | 63 |
|
|
2024
Q2 | $3.82M | Sell |
36,687
-13
| -0% | -$1.27K | 0.38% | 65 |
|
|
2024
Q1 | $3.43M | Sell |
36,700
-490
| -1% | -$44.4K | 0.36% | 69 |
|
|
2023
Q4 | $3.35M | Sell |
37,190
-14
| -0% | -$1.22K | 0.39% | 66 |
|
|
2023
Q3 | $3.05M | Sell |
37,204
-905
| -2% | -$74.4K | 0.4% | 65 |
|
|
2023
Q2 | $3.08M | Sell |
38,109
-1,531
| -4% | -$118K | 0.4% | 68 |
|
|
2023
Q1 | $2.84M | Sell |
39,640
-506
| -1% | -$36.7K | 0.41% | 66 |
|
|
2022
Q4 | $2.63M | Sell |
40,146
-2,988
| -7% | -$192K | 0.43% | 70 |
|
|
2022
Q3 | $2.77M | Sell |
43,134
-9,542
| -18% | -$746K | 0.53% | 56 |
|
|
2022
Q2 | $4.34M | Sell |
52,676
-2,003
| -4% | -$178K | 0.81% | 36 |
|
|
2022
Q1 | $5.26M | Sell |
54,679
-3,271
| -6% | -$284K | 0.84% | 33 |
|
|
2021
Q4 | $4.97M | Sell |
57,950
-2,199
| -4% | -$183K | 0.77% | 34 |
|
|
2021
Q3 | $4.96M | Sell |
60,149
-4,258
| -7% | -$366K | 0.84% | 30 |
|
|
2021
Q2 | $5.35M | Buy |
64,407
+324
| +0.5% | +$24.8K | 0.94% | 27 |
|
|
2021
Q1 | $4.59M | Sell |
64,083
-2,092
| -3% | -$140K | 0.9% | 29 |
|
|
2020
Q4 | $4.1M | Sell |
66,175
-2,734
| -4% | -$166K | 0.86% | 32 |
|
|
2020
Q3 | $3.8M | Sell |
68,909
-6,838
| -9% | -$375K | 0.94% | 30 |
|
|
2020
Q2 | $3.92M | Sell |
75,747
-2,688
| -3% | -$132K | 1.09% | 26 |
|
|
2020
Q1 | $3.59M | Sell |
78,435
-2,654
| -3% | -$196K | 1.17% | 26 |
|
|
2019
Q4 | $6.63M | Buy |
81,089
+2,007
| +3% | +$172K | 2.02% | 15 |
|
|
2019
Q3 | $7.17M | Buy |
79,082
+934
| +1% | +$81.3K | 2.43% | 12 |
|
|
2019
Q2 | $6.37M | Buy |
78,148
+1,131
| +1% | +$88.9K | 2.3% | 16 |
|
|
2019
Q1 | $5.98M | Buy |
77,017
+3,165
| +4% | +$237K | 2.27% | 16 |
|
|
2018
Q4 | $5.13M | Buy |
+73,852
| New | +$5.02M | 2.33% | 14 |
|
Other funds holding WELL
CRM
CAM
CNB
VAM
P
YCM
QCM