Rehmann Capital Advisory Group’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 | $406K | Buy |
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|
2025
Q1 | $383K | Buy |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $238K | Sell |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $209K | Sell |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $239K | Buy |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $443K | Buy |
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|
2022
Q2 | $261K | Buy |
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|
2022
Q1 | $253K | Buy |
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|
2021
Q4 | $224K | Buy |
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|
2021
Q3 | $231K | Buy |
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|
2021
Q2 | $212K | Buy |
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|
2019
Q3 | $359K | Buy |
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|
2019
Q2 | $313K | Buy |
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|
2019
Q1 | $259K | Buy |
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|
2018
Q4 | $231K | Sell |
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|
2018
Q3 | $216K | Buy |
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|
2018
Q2 | $178K | Buy |
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|
2018
Q1 | $115K | Sell |
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|
2017
Q4 | $438K | Buy |
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|
2017
Q3 | $461K | Sell |
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|
2017
Q2 | $544K | Sell |
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|
2017
Q1 | $543K | Sell |
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|
2016
Q4 | $599K | Sell |
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|
2016
Q3 | $706K | Buy |
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|
2016
Q2 | $714K | Buy |
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|
2016
Q1 | $602K | Buy |
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|
2015
Q4 | $552K | Buy |
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|
2015
Q3 | $547K | Buy |
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