Swiss Life Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.3M | Buy |
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|
2025
Q2 | $16.8M | Buy |
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|
2025
Q1 | $16.7M | Buy |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $3.85M | Sell |
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|
2024
Q2 | $3.59M | Buy |
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|
2024
Q1 | $2.2M | Sell |
|
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|
2023
Q4 | $8.1M | Buy |
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|
2023
Q3 | $6.8M | Buy |
|
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|
2023
Q2 | $4.95M | Sell |
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|
2023
Q1 | $6.43M | Buy |
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|
2022
Q4 | $5.42M | Sell |
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|
2022
Q3 | $5.32M | Sell |
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|
2022
Q2 | $7.22M | Buy |
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|
2022
Q1 | $6.01M | Buy |
|