LGT Fund 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
$461K Hold
2025
Q2
$395K Sell
2025
Q1
$1.6M Sell
2024
Q4
$1.54M Buy
2024
Q3
$1.47M Sell
2024
Q2
$1.24M Buy
2024
Q1
$957K Buy