Stevens 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 | $8.29M | Buy |
|
|||||
|
2025
Q2 | $6.3M | Buy |
|
|||||
|
2025
Q1 | $4.61M | Buy |
|
|||||
|
2024
Q4 | $1.65M | Sell |
|
|||||
|
2024
Q3 | $4.63M | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $932K | Sell |
|
|||||
|
2023
Q4 | $1.46M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $214K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $4.56M | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $3.74M | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $4.21M | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $10.3M | Sell |
|
|||||
|
2017
Q3 | $13.3M | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $4.16M | Sell |
|
|||||
|
2016
Q3 | $14.7M | Buy |
|
|||||
|
2016
Q2 | $1.49M | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $1.47M | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $4.23M | Buy |
|
|||||
|
2015
Q1 | $838K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $5.74M | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $7.91M | Buy |
|