OAM
Ostrum Asset Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Buy |
30,592
+25,415
| +491% | +$3.91M | 0.22% | 79 |
|
|
2025
Q1 | $793K | Sell |
5,177
-40
| -0.8% | -$6.13K | 0.04% | 348 |
|
|
2024
Q4 | $657K | Buy |
5,217
+86
| +2% | +$10.8K | 0.06% | 368 |
|
|
2024
Q3 | $657K | Buy |
5,131
+166
| +3% | +$21.3K | 0.05% | 367 |
|
|
2024
Q2 | $518K | Buy |
4,965
+284
| +6% | +$29.6K | 0.05% | 387 |
|
|
2024
Q1 | $437K | Buy |
4,681
+410
| +10% | +$38.3K | 0.03% | 456 |
|
|
2023
Q4 | $385K | Sell |
4,271
-23,451
| -85% | -$2.11M | 0.03% | 444 |
|
|
2023
Q3 | $2.27M | Buy |
27,722
+459
| +2% | +$37.6K | 0.21% | 155 |
|
|
2023
Q2 | $2.21M | Buy |
27,263
+63
| +0.2% | +$5.1K | 0.18% | 186 |
|
|
2023
Q1 | $1.95M | Buy |
+27,200
| New | +$1.95M | 0.17% | 198 |
|