NEOS 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 | $12M | Buy |
78,041
+26,135
| +50% | +$4.02M | 0.15% | 132 |
|
|
2025
Q1 | $7.95M | Buy |
51,906
+20,243
| +64% | +$3.1M | 0.15% | 146 |
|
|
2024
Q4 | $3.99M | Buy |
31,663
+7,463
| +31% | +$941K | 0.09% | 197 |
|
|
2024
Q3 | $3.1M | Buy |
24,200
+4,872
| +25% | +$624K | 0.09% | 194 |
|
|
2024
Q2 | $2.01M | Buy |
19,328
+5,976
| +45% | +$623K | 0.08% | 216 |
|
|
2024
Q1 | $1.25M | Buy |
13,352
+5,510
| +70% | +$515K | 0.08% | 224 |
|
|
2023
Q4 | $707K | Buy |
7,842
+3,350
| +75% | +$302K | 0.07% | 224 |
|
|
2023
Q3 | $368K | Buy |
+4,492
| New | +$368K | 0.05% | 246 |
|