Sherbrooke Park Advisers’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
Sell
2025
Q2
$622K Buy
2025
Q1
$315K Buy
2024
Q4
Sell
2024
Q3
$255K Sell
2024
Q2
$743K Sell
2024
Q1
$1.61M Buy
2023
Q4
$251K Sell
2023
Q3
$592K Sell
2023
Q2
$726K Buy