Summit Global Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
22,780
+12,671
| +125% | +$1.95M | 0.21% | 77 |
|
|
2025
Q1 | $1.55M | Buy |
10,109
+3,184
| +46% | +$488K | 0.11% | 109 |
|
|
2024
Q4 | $873K | Buy |
6,925
+4,566
| +194% | +$576K | 0.05% | 240 |
|
|
2024
Q3 | $302K | Sell |
2,359
-465
| -16% | -$59.5K | 0.02% | 425 |
|
|
2024
Q2 | $294K | Sell |
2,824
-44
| -2% | -$4.58K | 0.02% | 422 |
|
|
2024
Q1 | $268K | Sell |
2,868
-1,198
| -29% | -$112K | 0.02% | 422 |
|
|
2023
Q4 | $367K | Sell |
4,066
-1,523
| -27% | -$137K | 0.02% | 391 |
|
|
2023
Q3 | $458K | Sell |
5,589
-15
| -0.3% | -$1.23K | 0.03% | 350 |
|
|
2023
Q2 | $453K | Sell |
5,604
-5,155
| -48% | -$417K | 0.03% | 350 |
|
|
2023
Q1 | $771K | Buy |
10,759
+5
| +0% | +$358 | 0.06% | 286 |
|
|
2022
Q4 | $705K | Buy |
+10,754
| New | +$705K | 0.06% | 257 |
|