Sun Life Financial’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.14M Buy
2021
Q2
Sell
2021
Q1
$18K Buy
2020
Q4
$16K Sell
2020
Q3
$14K Sell
2020
Q2
$449K Sell
2020
Q1
$408K Buy
2019
Q4
$673K Sell
2019
Q3
$1.16M Buy
2019
Q2
$697K Sell
2019
Q1
$1.4M Sell
2018
Q4
$1.97M Sell
2018
Q3
$2.01M Sell
2018
Q2
$2.21M Buy
2018
Q1
$35.4K Sell
2017
Q4
$1.49M Buy
2017
Q3
$650K Buy
2017
Q2
$515K Buy
2017
Q1
$4.36K Buy
2016
Q4
$3.18K Buy