LGT Fund 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 | $395K | Sell |
2,568
-7,902
| -75% | -$1.21M | 0.03% | 194 |
|
|
2025
Q1 | $1.6M | Sell |
10,470
-1,783
| -15% | -$273K | 0.14% | 133 |
|
|
2024
Q4 | $1.54M | Buy |
12,253
+673
| +6% | +$84.8K | 0.14% | 140 |
|
|
2024
Q3 | $1.47M | Sell |
11,580
-284
| -2% | -$36.1K | 0.15% | 114 |
|
|
2024
Q2 | $1.24M | Buy |
11,864
+1,627
| +16% | +$170K | 0.15% | 106 |
|
|
2024
Q1 | $957K | Buy |
+10,237
| New | +$957K | 0.4% | 64 |
|