Mather Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
2,347
+51
| +2% | +$7.84K | ﹤0.01% | 454 |
|
|
2025
Q1 | $352K | Buy |
2,296
+243
| +12% | +$37.2K | ﹤0.01% | 454 |
|
|
2024
Q4 | $259K | Buy |
2,053
+75
| +4% | +$9.45K | ﹤0.01% | 496 |
|
|
2024
Q3 | $253K | Buy |
1,978
+41
| +2% | +$5.25K | ﹤0.01% | 505 |
|
|
2024
Q2 | $181K | Sell |
1,937
-8
| -0.4% | -$748 | ﹤0.01% | 639 |
|
|
2024
Q1 | $175K | Buy |
+1,945
| New | +$175K | ﹤0.01% | 555 |
|