Lincluden 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
Q2 | $3.64M | Sell |
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|
2025
Q1 | $3.64M | Hold |
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|
2024
Q4 | $2.99M | Sell |
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|
2024
Q3 | $3.2M | Sell |
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|
2024
Q2 | $2.67M | Hold |
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|
2024
Q1 | $2.39M | Sell |
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|
2023
Q4 | $2.47M | Hold |
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|
2023
Q3 | $2.24M | Hold |
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|
2023
Q2 | $2.21M | Hold |
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|
2023
Q1 | $1.96M | Sell |
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|
2022
Q4 | $2.61M | Hold |
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|
2022
Q3 | $2.56M | Buy |
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|
2022
Q2 | $2.19M | Sell |
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|
2022
Q1 | $2.93M | Sell |
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|
2021
Q4 | $5.72M | Buy |
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|
2021
Q3 | $4.85M | Sell |
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|
2021
Q2 | $7.15M | Hold |
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|
2021
Q1 | $6.16M | Buy |
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|
2020
Q4 | $4.25M | Buy |
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|
2020
Q3 | $1.77M | Buy |
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|
2020
Q2 | $759K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.68M | Sell |
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|
2019
Q3 | $3.32M | Sell |
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|
2019
Q2 | $3.28K | Buy |
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|
2019
Q1 | $1.26M | Sell |
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|
2018
Q4 | $2.37M | Sell |
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|
2018
Q3 | $2.7M | Sell |
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|
2018
Q2 | $3.51M | Sell |
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|
2018
Q1 | $3.95M | Buy |
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|
2017
Q4 | $3.33M | Buy |
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|
2017
Q3 | $2.06M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.66M | Hold |
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|
2016
Q3 | $1.66M | Hold |
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|
2016
Q2 | $1.69M | Hold |
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|
2016
Q1 | $1.54M | Sell |
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|
2015
Q4 | $3.54M | Buy |
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|
2015
Q3 | $2.52M | Buy |
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