MAI Capital 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 | $3.9M | Sell |
25,399
-58
| -0.2% | -$8.92K | 0.03% | 368 |
|
|
2025
Q1 | $3.9M | Sell |
25,457
-655
| -3% | -$100K | 0.03% | 349 |
|
|
2024
Q4 | $3.29M | Buy |
26,112
+3,185
| +14% | +$401K | 0.02% | 391 |
|
|
2024
Q3 | $2.94M | Sell |
22,927
-651
| -3% | -$83.3K | 0.03% | 322 |
|
|
2024
Q2 | $2.46M | Buy |
23,578
+3,710
| +19% | +$387K | 0.02% | 365 |
|
|
2024
Q1 | $1.86M | Sell |
19,868
-145
| -0.7% | -$13.5K | 0.02% | 409 |
|
|
2023
Q4 | $1.8M | Sell |
20,013
-273
| -1% | -$24.6K | 0.02% | 337 |
|
|
2023
Q3 | $1.66M | Buy |
20,286
+24
| +0.1% | +$1.97K | 0.02% | 330 |
|
|
2023
Q2 | $1.64M | Sell |
20,262
-2,473
| -11% | -$200K | 0.02% | 331 |
|
|
2023
Q1 | $1.63M | Buy |
22,735
+256
| +1% | +$18.4K | 0.03% | 329 |
|
|
2022
Q4 | $1.47M | Buy |
22,479
+7,968
| +55% | +$522K | 0.02% | 334 |
|
|
2022
Q3 | $933K | Buy |
+14,511
| New | +$933K | 0.02% | 377 |
|