Machina Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Buy |
24,523
+12,281
| +100% | +$1.89M | 0.78% | 30 |
|
|
2025
Q1 | $1.88M | Buy |
12,242
+5,153
| +73% | +$789K | 0.56% | 60 |
|
|
2024
Q4 | $893K | Buy |
+7,089
| New | +$893K | 0.38% | 102 |
|
|
2024
Q2 | – | Sell |
-7,482
| Closed | -$699K | – | 358 |
|
|
2024
Q1 | $699K | Buy |
+7,482
| New | +$699K | 0.37% | 108 |
|
|
2023
Q3 | – | Sell |
-4,731
| Closed | -$383K | – | 369 |
|
|
2023
Q2 | $383K | Buy |
+4,731
| New | +$383K | 0.22% | 176 |
|
|
2019
Q2 | – | Sell |
-6,865
| Closed | -$533K | – | 646 |
|
|
2019
Q1 | $533K | Buy |
+6,865
| New | +$533K | 0.21% | 159 |
|