Mariner’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
93,970
+8,297
| +10% | +$1.28M | 0.02% | 500 |
|
|
2025
Q1 | $13.1M | Buy |
85,673
+4,784
| +6% | +$733K | 0.02% | 483 |
|
|
2024
Q4 | $10.2M | Buy |
80,889
+1,271
| +2% | +$160K | 0.02% | 541 |
|
|
2024
Q3 | $10.2M | Buy |
79,618
+3,469
| +5% | +$444K | 0.02% | 531 |
|
|
2024
Q2 | $7.94M | Buy |
76,149
+1,154
| +2% | +$120K | 0.02% | 573 |
|
|
2024
Q1 | $7.01M | Sell |
74,995
-18,837
| -20% | -$1.76M | 0.01% | 615 |
|
|
2023
Q4 | $8.46M | Buy |
93,832
+4,416
| +5% | +$398K | 0.02% | 526 |
|
|
2023
Q3 | $7.33M | Buy |
89,416
+20,101
| +29% | +$1.65M | 0.02% | 523 |
|
|
2023
Q2 | $5.61M | Sell |
69,315
-1,354
| -2% | -$110K | 0.02% | 612 |
|
|
2023
Q1 | $5.06M | Buy |
70,669
+5,211
| +8% | +$373K | 0.01% | 629 |
|
|
2022
Q4 | $4.29M | Buy |
65,458
+34,371
| +111% | +$2.25M | 0.01% | 658 |
|
|
2022
Q3 | $2M | Buy |
31,087
+1,583
| +5% | +$102K | 0.01% | 768 |
|
|
2022
Q2 | $2.43M | Buy |
29,504
+2,409
| +9% | +$198K | 0.01% | 654 |
|
|
2022
Q1 | $2.61M | Buy |
27,095
+3,966
| +17% | +$381K | 0.01% | 657 |
|
|
2021
Q4 | $1.98M | Buy |
23,129
+1,512
| +7% | +$130K | 0.01% | 657 |
|
|
2021
Q3 | $1.78M | Buy |
21,617
+2,415
| +13% | +$199K | 0.01% | 562 |
|
|
2021
Q2 | $1.6M | Buy |
19,202
+4,218
| +28% | +$351K | 0.01% | 539 |
|
|
2021
Q1 | $1.07M | Buy |
14,984
+1,028
| +7% | +$73.6K | 0.01% | 593 |
|
|
2020
Q4 | $902K | Sell |
13,956
-1,197
| -8% | -$77.4K | 0.01% | 582 |
|
|
2020
Q3 | $835K | Sell |
15,153
-5,386
| -26% | -$297K | 0.01% | 533 |
|
|
2020
Q2 | $1.06M | Sell |
20,539
-12,288
| -37% | -$636K | 0.01% | 478 |
|
|
2020
Q1 | $1.51M | Buy |
32,827
+12,804
| +64% | +$587K | 0.02% | 405 |
|
|
2019
Q4 | $1.64M | Buy |
20,023
+2,639
| +15% | +$216K | 0.02% | 426 |
|
|
2019
Q3 | $1.58M | Sell |
17,384
-2,948
| -14% | -$267K | 0.02% | 399 |
|
|
2019
Q2 | $1.66M | Buy |
20,332
+2,026
| +11% | +$165K | 0.02% | 428 |
|
|
2019
Q1 | $1.42M | Buy |
18,306
+6,190
| +51% | +$480K | 0.02% | 429 |
|
|
2018
Q4 | $841K | Sell |
12,116
-536
| -4% | -$37.2K | 0.02% | 475 |
|
|
2018
Q3 | $814K | Buy |
12,652
+5,960
| +89% | +$383K | 0.02% | 460 |
|
|
2018
Q2 | $420K | Buy |
+6,692
| New | +$420K | 0.01% | 579 |
|