New York Life Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
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|
2025
Q1 | $13.8M | Buy |
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|
2024
Q4 | $11.1M | Sell |
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|
2024
Q3 | $17.6M | Sell |
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|
2024
Q2 | $16M | Sell |
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|
2024
Q1 | $14.7M | Sell |
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|
2023
Q4 | $14.4M | Buy |
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|
2023
Q3 | $7.37M | Buy |
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|
2023
Q2 | $7.04M | Buy |
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|
2023
Q1 | $6.14M | Sell |
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|
2022
Q4 | $5.71M | Buy |
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|
2022
Q3 | $5.53M | Buy |
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|
2022
Q2 | $5.9M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $190K | Hold |
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|
2015
Q2 | $184K | Sell |
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|
2015
Q1 | $418K | Sell |
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|
2014
Q4 | $439K | Sell |
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|
2014
Q3 | $462K | Hold |
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|
2014
Q2 | $464K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $201K | Buy |
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