Rockefeller 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
Q3 | $21.6M | Buy |
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|
2025
Q2 | $14.7M | Buy |
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|
2025
Q1 | $11.6M | Buy |
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|
2024
Q4 | $8.97M | Buy |
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|
2024
Q3 | $8.99M | Buy |
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|
2024
Q2 | $6.86M | Buy |
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|
2024
Q1 | $5.04M | Buy |
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|
2023
Q4 | $2.91M | Sell |
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|
2023
Q3 | $3.52M | Sell |
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|
2023
Q2 | $4.64M | Sell |
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|
2023
Q1 | $8.13M | Buy |
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|
2022
Q4 | $7.38M | Buy |
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|
2022
Q3 | $4.95M | Buy |
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|
2022
Q2 | $5.42M | Buy |
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|
2022
Q1 | $2.41M | Buy |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $967K | Buy |
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|
2021
Q2 | $888K | Buy |
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|
2021
Q1 | $718K | Sell |
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|
2020
Q4 | $654K | Sell |
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|
2020
Q3 | $559K | Sell |
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|
2020
Q2 | $750K | Buy |
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|
2020
Q1 | $373K | Buy |
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|
2019
Q4 | $154K | Buy |
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|
2019
Q3 | $35K | Sell |
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|
2019
Q2 | $57K | Sell |
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|
2019
Q1 | $425K | Buy |
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|
2018
Q4 | $18K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $16K | Hold |
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|
2018
Q1 | $14K | Buy |
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