Mackenzie Financial’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 | $18.3M | Buy |
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|
2025
Q2 | $13.4M | Sell |
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|
2025
Q1 | $21.6M | Sell |
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|
2024
Q4 | $29.5M | Sell |
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|
2024
Q3 | $36M | Buy |
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|
2024
Q2 | $15M | Buy |
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|
2024
Q1 | $5.34M | Sell |
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|
2023
Q4 | $8.12M | Buy |
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|
2023
Q3 | $4.74M | Buy |
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|
2023
Q2 | $4.37M | Sell |
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|
2023
Q1 | $3.93M | Buy |
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|
2022
Q4 | $3.38M | Buy |
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|
2022
Q3 | $3.01M | Buy |
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|
2022
Q2 | $3.69M | Buy |
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|
2022
Q1 | $3.9M | Buy |
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|
2021
Q4 | $3.27M | Sell |
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|
2021
Q3 | $3.81M | Buy |
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|
2021
Q2 | $2.53M | Buy |
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|
2021
Q1 | $1.87M | Sell |
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|
2020
Q4 | $2.06M | Buy |
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|
2020
Q3 | $1.6M | Buy |
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|
2020
Q2 | $1.43M | Sell |
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|
2020
Q1 | $1.42M | Sell |
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|
2019
Q4 | $4.7M | Buy |
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|
2019
Q3 | $4.84M | Sell |
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|
2019
Q2 | $4.36M | Buy |
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|
2019
Q1 | $3.98M | Buy |
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|
2018
Q4 | $2.44M | Buy |
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|
2018
Q3 | $2.17M | Buy |
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|
2018
Q2 | $605K | Buy |
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|
2018
Q1 | $509K | Buy |
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|
2017
Q4 | $472K | Buy |
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|
2017
Q3 | $465K | Buy |
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|
2017
Q2 | $359K | Buy |
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|
2017
Q1 | $316K | Buy |
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|
2016
Q4 | $297K | Buy |
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|
2016
Q3 | $291K | Buy |
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|
2016
Q2 | $252K | Buy |
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|
2016
Q1 | $222K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $351K | Buy |
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|
2015
Q1 | $350K | Buy |
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|
2014
Q4 | $316K | Buy |
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