Pictet Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138M | Sell |
898,706
-108,213
| -11% | -$16.6M | 0.14% | 166 |
|
|
2025
Q1 | $154M | Sell |
1,006,919
-62,186
| -6% | -$9.53M | 0.17% | 143 |
|
|
2024
Q4 | $135M | Buy |
1,069,105
+6,802
| +0.6% | +$857K | 0.15% | 168 |
|
|
2024
Q3 | $136M | Sell |
1,062,303
-25,434
| -2% | -$3.26M | 0.15% | 167 |
|
|
2024
Q2 | $113M | Sell |
1,087,737
-50,488
| -4% | -$5.26M | 0.13% | 178 |
|
|
2024
Q1 | $106M | Buy |
1,138,225
+89,862
| +9% | +$8.4M | 0.12% | 197 |
|
|
2023
Q4 | $94.5M | Buy |
1,048,363
+36,604
| +4% | +$3.3M | 0.1% | 211 |
|
|
2023
Q3 | $82.9M | Buy |
+1,011,759
| New | +$82.9M | 0.1% | 217 |
|