RCIM
Red Cedar Investment Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
14,985
+729
| +5% | +$112K | 0.29% | 51 |
|
|
2025
Q1 | $2.18M | Hold |
14,256
| – | – | 0.3% | 50 |
|
|
2024
Q4 | $1.8M | Sell |
14,256
-8,730
| -38% | -$1.1M | 0.23% | 51 |
|
|
2024
Q3 | $2.94M | Buy |
22,986
+15,547
| +209% | +$1.99M | 0.37% | 40 |
|
|
2024
Q2 | $776K | Sell |
7,439
-1,705
| -19% | -$178K | 0.11% | 69 |
|
|
2024
Q1 | $854K | Buy |
+9,144
| New | +$854K | 0.11% | 76 |
|