SFI
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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