SFI
Susquehanna Fundamental Investments’s Welltower WELL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.6M | Sell |
81,819
-39,346
| -32% | -$6.05M | 0.34% | 90 |
|
2025
Q1 | $18.6M | Sell |
121,165
-96,256
| -44% | -$14.7M | 0.26% | 85 |
|
2024
Q4 | $27.4M | Buy |
+217,421
| New | +$27.4M | 0.39% | 41 |
|
2024
Q2 | $16.7M | Buy |
160,576
+54,776
| +52% | +$5.71M | 0.39% | 72 |
|
2024
Q1 | $9.89M | Buy |
+105,800
| New | +$9.89M | 0.46% | 56 |
|