Principal Securities’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
10,264
+5,329
| +108% | +$819K | 0.03% | 483 |
|
|
2025
Q1 | $622K | Buy |
4,935
+185
| +4% | +$23.3K | 0.01% | 700 |
|
|
2024
Q4 | $599K | Buy |
4,750
+321
| +7% | +$40.5K | 0.01% | 706 |
|
|
2024
Q3 | $567K | Buy |
4,429
+494
| +13% | +$63.2K | 0.01% | 718 |
|
|
2024
Q2 | $410K | Sell |
3,935
-206
| -5% | -$21.5K | 0.01% | 772 |
|
|
2024
Q1 | $387K | Buy |
4,141
+127
| +3% | +$11.9K | 0.01% | 767 |
|
|
2023
Q4 | $362K | Buy |
+4,014
| New | +$362K | 0.01% | 732 |
|