O'Shaughnessy Asset 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
Q3 | $16.7M | Buy |
|
|||||
|
2025
Q2 | $12.9M | Buy |
|
|||||
|
2025
Q1 | $11.4M | Buy |
|
|||||
|
2024
Q4 | $7.64M | Buy |
|
|||||
|
2024
Q3 | $7.08M | Buy |
|
|||||
|
2024
Q2 | $5.2M | Buy |
|
|||||
|
2024
Q1 | $3.9M | Buy |
|
|||||
|
2023
Q4 | $3.27M | Buy |
|
|||||
|
2023
Q3 | $2.73M | Buy |
|
|||||
|
2023
Q2 | $2.46M | Buy |
|
|||||
|
2023
Q1 | $1.92M | Buy |
|
|||||
|
2022
Q4 | $1.7M | Buy |
|
|||||
|
2022
Q3 | $1.57M | Sell |
|
|||||
|
2022
Q2 | $2.22M | Buy |
|
|||||
|
2022
Q1 | $2.44M | Buy |
|
|||||
|
2021
Q4 | $2.06M | Sell |
|
|||||
|
2021
Q3 | $4.72M | Buy |
|
|||||
|
2021
Q2 | $2.51M | Buy |
|
|||||
|
2021
Q1 | $95K | Buy |
|
|||||
|
2020
Q4 | $55K | Buy |
|
|||||
|
2020
Q3 | $31K | Buy |
|
|||||
|
2020
Q2 | $24K | Buy |
|
|||||
|
2020
Q1 | $3K | Sell |
|
|||||
|
2019
Q4 | $18K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $0 | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $3K | Sell |
|
|||||
|
2015
Q2 | $7K | Buy |
|