MQS 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 | – | Sell |
-3,824
| Closed | -$586K | – | 674 |
|
|
2025
Q1 | $586K | Buy |
+3,824
| New | +$586K | 0.34% | 88 |
|
|
2024
Q4 | – | Sell |
-6,834
| Closed | -$875K | – | 400 |
|
|
2024
Q3 | $875K | Buy |
6,834
+3,200
| +88% | +$410K | 0.49% | 27 |
|
|
2024
Q2 | $379K | Sell |
3,634
-1,815
| -33% | -$189K | 0.23% | 181 |
|
|
2024
Q1 | $509K | Buy |
5,449
+1,803
| +49% | +$168K | 0.29% | 116 |
|
|
2023
Q4 | $329K | Buy |
+3,646
| New | +$329K | 0.18% | 243 |
|
|
2023
Q1 | – | Sell |
-4,799
| Closed | -$315K | – | 615 |
|
|
2022
Q4 | $315K | Sell |
4,799
-3,705
| -44% | -$243K | 0.21% | 199 |
|
|
2022
Q3 | $547K | Buy |
+8,504
| New | +$547K | 0.35% | 79 |
|