Mesirow Financial Investment 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 | $618K | Sell |
4,017
-4,535
| -53% | -$697K | 0.01% | 326 |
|
|
2025
Q1 | $1.31M | Buy |
8,552
+4,256
| +99% | +$652K | 0.03% | 236 |
|
|
2024
Q4 | $541K | Sell |
4,296
-4,290
| -50% | -$541K | 0.01% | 337 |
|
|
2024
Q3 | $1.1M | Buy |
8,586
+4,297
| +100% | +$550K | 0.02% | 258 |
|
|
2024
Q2 | $447K | Buy |
4,289
+3
| +0.1% | +$313 | 0.01% | 349 |
|
|
2024
Q1 | $400K | Sell |
4,286
-1,186
| -22% | -$111K | 0.01% | 380 |
|
|
2023
Q4 | $493K | Buy |
+5,472
| New | +$493K | 0.02% | 307 |
|