Ritholtz Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
6,934
+1,440
| +26% | +$221K | 0.02% | 436 |
|
|
2025
Q1 | $842K | Buy |
5,494
+3,422
| +165% | +$524K | 0.03% | 447 |
|
|
2024
Q4 | $261K | Buy |
+2,072
| New | +$261K | 0.01% | 744 |
|
|
2022
Q4 | – | Sell |
-5,010
| Closed | -$322K | – | 745 |
|
|
2022
Q3 | $322K | Buy |
+5,010
| New | +$322K | 0.02% | 525 |
|