McKinley Capital Management’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$1.23M Sell
2024
Q1
$1.11M Buy
2023
Q4
$928K Buy
2014
Q3
Sell
2014
Q2
$107K Sell
2014
Q1
$181K Sell
2013
Q4
$166K Sell
2013
Q3
$214K Hold
2013
Q2
$230K Buy