Prelude Capital 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
Q2 | – | Sell |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $2.45M | Buy |
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|
2024
Q2 | $1.86M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $57K | Sell |
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|
2020
Q2 | $241K | Buy |
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|
2020
Q1 | $126K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $98K | Sell |
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|
2018
Q4 | $255K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $46K | Hold |
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|
2014
Q4 | $45K | Hold |
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|
2014
Q3 | $37K | Hold |
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|
2014
Q2 | $38K | Hold |
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|
2014
Q1 | $36K | Sell |
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|
2013
Q4 | $482K | Buy |
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