MGP
Metis Global Partners’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Buy |
133,964
+26,318
| +24% | +$4.05M | 0.53% | 28 |
|
|
2025
Q1 | $16.5M | Buy |
107,646
+13,454
| +14% | +$2.06M | 0.46% | 33 |
|
|
2024
Q4 | $11.9M | Buy |
94,192
+3,574
| +4% | +$450K | 0.36% | 45 |
|
|
2024
Q3 | $11.6M | Buy |
90,618
+14,619
| +19% | +$1.87M | 0.36% | 45 |
|
|
2024
Q2 | $7.92M | Buy |
75,999
+9,833
| +15% | +$1.03M | 0.27% | 59 |
|
|
2024
Q1 | $6.18M | Buy |
66,166
+1,604
| +2% | +$150K | 0.22% | 72 |
|
|
2023
Q4 | $5.82M | Buy |
64,562
+6,201
| +11% | +$559K | 0.23% | 69 |
|
|
2023
Q3 | $4.78M | Buy |
58,361
+4,435
| +8% | +$363K | 0.23% | 83 |
|
|
2023
Q2 | $4.36M | Buy |
53,926
+31,415
| +140% | +$2.54M | 0.24% | 83 |
|
|
2023
Q1 | $1.61M | Buy |
22,511
+2,985
| +15% | +$214K | 0.1% | 212 |
|
|
2022
Q4 | $1.28M | Buy |
19,526
+10,443
| +115% | +$685K | 0.11% | 202 |
|
|
2022
Q3 | $583K | Buy |
9,083
+1,103
| +14% | +$70.8K | 0.09% | 246 |
|
|
2022
Q2 | $658K | Buy |
7,980
+1,096
| +16% | +$90.4K | 0.11% | 219 |
|
|
2022
Q1 | $661K | Buy |
6,884
+3,194
| +87% | +$307K | 0.08% | 231 |
|
|
2021
Q4 | $317K | Buy |
+3,690
| New | +$317K | 0.09% | 259 |
|