Lederer & Associates Investment Counsel’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
+4,696
| New | +$722K | 0.48% | 65 |
|
|
2020
Q1 | – | Sell |
-4,270
| Closed | -$349K | – | 97 |
|
|
2019
Q4 | $349K | Sell |
4,270
-100
| -2% | -$8.17K | 0.3% | 73 |
|
|
2019
Q3 | $396K | Sell |
4,370
-30
| -0.7% | -$2.72K | 0.38% | 66 |
|
|
2019
Q2 | $359K | Sell |
4,400
-40
| -0.9% | -$3.26K | 0.33% | 68 |
|
|
2019
Q1 | $345K | Sell |
4,440
-240
| -5% | -$18.6K | 0.32% | 71 |
|
|
2018
Q4 | $325K | Sell |
4,680
-45
| -1% | -$3.13K | 0.35% | 69 |
|
|
2018
Q3 | $304K | Hold |
4,725
| – | – | 0.26% | 80 |
|
|
2018
Q2 | $296K | Sell |
4,725
-905
| -16% | -$56.7K | 0.27% | 77 |
|
|
2018
Q1 | $306K | Buy |
5,630
+255
| +5% | +$13.9K | 0.28% | 75 |
|
|
2017
Q4 | $343K | Buy |
5,375
+440
| +9% | +$28.1K | 0.31% | 70 |
|
|
2017
Q3 | $347K | Hold |
4,935
| – | – | 0.33% | 68 |
|
|
2017
Q2 | $369K | Sell |
4,935
-320
| -6% | -$23.9K | 0.36% | 64 |
|
|
2017
Q1 | $372K | Buy |
5,255
+620
| +13% | +$43.9K | 0.35% | 67 |
|
|
2016
Q4 | $310K | Buy |
+4,635
| New | +$310K | 0.31% | 69 |
|