Summit Global Investments’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 | $3.5M | Buy |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $873K | Buy |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $294K | Sell |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $367K | Sell |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $453K | Sell |
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|
2023
Q1 | $771K | Buy |
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|
2022
Q4 | $705K | Buy |
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