Saturna Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Buy |
+5,195
| New | +$799K | 0.01% | 105 |
|
|
2016
Q1 | – | Sell |
-2,114
| Closed | -$144K | – | 302 |
|
|
2015
Q4 | $144K | Sell |
2,114
-15,233
| -88% | -$1.04M | ﹤0.01% | 187 |
|
|
2015
Q3 | $1.18M | Sell |
17,347
-864
| -5% | -$58.5K | 0.04% | 123 |
|
|
2015
Q2 | $1.22M | Buy |
18,211
+17,909
| +5,930% | +$1.2M | 0.03% | 122 |
|
|
2015
Q1 | $23K | Hold |
302
| – | – | ﹤0.01% | 312 |
|
|
2014
Q4 | $23K | Hold |
302
| – | – | ﹤0.01% | 316 |
|
|
2014
Q3 | $19K | Hold |
302
| – | – | ﹤0.01% | 361 |
|
|
2014
Q2 | $19K | Hold |
302
| – | – | ﹤0.01% | 361 |
|
|
2014
Q1 | $18K | Hold |
302
| – | – | ﹤0.01% | 325 |
|
|
2013
Q4 | $16K | Hold |
302
| – | – | ﹤0.01% | 325 |
|
|
2013
Q3 | $19K | Hold |
302
| – | – | ﹤0.01% | 332 |
|
|
2013
Q2 | $20K | Buy |
+302
| New | +$20K | ﹤0.01% | 339 |
|