Marshall Wace’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 | $73.3M | Sell |
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|
2025
Q1 | $118M | Buy |
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|
2024
Q4 | $3.97M | Sell |
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|
2024
Q3 | $110M | Buy |
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|
2024
Q2 | $87.9M | Sell |
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|
2024
Q1 | $203M | Buy |
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|
2023
Q4 | $24.6M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.53M | Sell |
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|
2022
Q3 | $19.3M | Sell |
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|
2022
Q2 | $35.5M | Buy |
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|
2022
Q1 | $2.32M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $5.22M | Buy |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $8.35M | Buy |
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|
2020
Q1 | $50K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.06M | Buy |
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