Osaic Holdings’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $43.1M | Buy |
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|
2025
Q2 | $11.8M | Buy |
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|
2025
Q1 | $9.93M | Sell |
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|
2024
Q4 | $8.06M | Buy |
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|
2024
Q3 | $9.36M | Sell |
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|
2024
Q2 | $8.45M | Sell |
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|
2024
Q1 | $7.91M | Sell |
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|
2023
Q4 | $10.1M | Sell |
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|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $8.63M | Buy |
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|
2023
Q1 | $7.56M | Sell |
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|
2022
Q4 | $7.11M | Buy |
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|
2022
Q3 | $6.74M | Buy |
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|
2022
Q2 | $8.48M | Sell |
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|
2022
Q1 | $11.1M | Sell |
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|
2021
Q4 | $9.01M | Buy |
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|
2021
Q3 | $8.15M | Sell |
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|
2021
Q2 | $8.27M | Sell |
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|
2021
Q1 | $8.18M | Sell |
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|
2020
Q4 | $8.04M | Sell |
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|
2020
Q3 | $7.33M | Sell |
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|
2020
Q2 | $7.65M | Sell |
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|
2020
Q1 | $7.92M | Buy |
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