Sentry Investment 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
Q2 | $237K | Sell |
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|
2025
Q1 | $249K | Sell |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $254K | Hold |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $48K | Sell |
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|
2022
Q3 | $185K | Hold |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $330K | Sell |
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|
2021
Q4 | $344K | Buy |
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|
2021
Q3 | $267K | Buy |
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|
2021
Q2 | $2K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $2K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $360K | Sell |
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|
2018
Q2 | $748K | Sell |
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|
2018
Q1 | $723K | Sell |
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|
2017
Q4 | $929K | Buy |
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|
2017
Q3 | $734K | Sell |
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|
2017
Q2 | $1.88M | Hold |
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|
2017
Q1 | $1.78M | Sell |
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|
2016
Q4 | $1.77M | Hold |
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|
2016
Q3 | $1.97M | Hold |
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|
2016
Q2 | $2.01M | Hold |
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|
2016
Q1 | $1.83M | Hold |
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|
2015
Q4 | $1.79M | Buy |
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|
2015
Q3 | $888K | Hold |
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|
2015
Q2 | $860K | Hold |
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|
2015
Q1 | $1.01M | Hold |
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|
2014
Q4 | $992K | Hold |
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|
2014
Q3 | $817K | Sell |
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|
2014
Q2 | $923K | Sell |
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|
2014
Q1 | $942K | Hold |
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|
2013
Q4 | $846K | Buy |
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|
2013
Q3 | $268K | Sell |
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|
2013
Q2 | $389K | Buy |
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