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Sit Investment Associates’s Welltower WELL Stock Holding History

Sit Investment Associates’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$175K Hold
885
– – ﹤0.01% 441
2025
Q4 		$164K Hold
885
– – ﹤0.01% 452
2025
Q3 		$158K Hold
885
– – ﹤0.01% 449
2025
Q2 		$136K Sell
885
-105
-11% -$15.7K ﹤0.01% 463
2025
Q1 		$152K Hold
990
– – ﹤0.01% 466
2024
Q4 		$125K Sell
990
-210
-18% -$27.6K ﹤0.01% 475
2024
Q3 		$154K Sell
1,200
-845
-41% -$98.6K ﹤0.01% 480
2024
Q2 		$213K Sell
2,045
-150
-7% -$14.7K ﹤0.01% 455
2024
Q1 		$205K Buy
+2,195
New +$199K ﹤0.01% 460
2017
Q4 		– Sell
-49
Closed -$3K – 661
2017
Q3 		$3K Hold
49
– – ﹤0.01% 620
2017
Q2 		$4K Buy
+49
New +$3.58K ﹤0.01% 587

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Bank of America
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Geode Capital Management
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return