&Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Buy |
28,670
+5,802
| +25% | +$892K | 0.03% | 401 |
|
|
2025
Q1 | $3.52M | Buy |
22,868
+1,616
| +8% | +$249K | 0.04% | 378 |
|
|
2024
Q4 | $2.67M | Buy |
21,252
+8,260
| +64% | +$1.04M | 0.03% | 410 |
|
|
2024
Q3 | $1.66M | Buy |
12,992
+7,477
| +136% | +$955K | 0.03% | 401 |
|
|
2024
Q2 | $575K | Buy |
5,515
+2,844
| +106% | +$296K | 0.03% | 492 |
|
|
2024
Q1 | $250K | Buy |
+2,671
| New | +$250K | 0.03% | 410 |
|