Neo Ivy 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
2026
Q1
Sell
2025
Q4
$7.56M Buy
2022
Q4
$31K Buy
2022
Q3
Sell
2022
Q2
$22K Buy
2021
Q4
Sell
2021
Q3
$18K Buy
2020
Q4
Sell
2020
Q3
$25K Buy
2020
Q2
$18K Buy