Sustainable Insight Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,122
| Closed | -$478K | – | 83 |
|
|
2025
Q1 | $478K | Sell |
3,122
-500
| -14% | -$76.6K | 0.24% | 49 |
|
|
2024
Q4 | $456K | Sell |
3,622
-778
| -18% | -$98.1K | 0.2% | 45 |
|
|
2024
Q3 | $563K | Buy |
+4,400
| New | +$563K | 0.26% | 44 |
|
|
2022
Q3 | – | Sell |
-4,300
| Closed | -$360K | – | 129 |
|
|
2022
Q2 | $360K | Buy |
+4,300
| New | +$360K | 0.36% | 66 |
|
|
2021
Q4 | – | Sell |
-10,899
| Closed | -$898K | – | 137 |
|
|
2021
Q3 | $898K | Buy |
+10,899
| New | +$898K | 0.58% | 34 |
|