UBS Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322M | Sell |
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|
2025
Q1 | $422M | Buy |
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|
2024
Q4 | $255M | Buy |
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|
2024
Q3 | $216M | Buy |
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|
2024
Q2 | $120M | Sell |
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|
2024
Q1 | $141M | Buy |
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|
2023
Q4 | $96.7M | Buy |
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|
2023
Q3 | $35.5M | Sell |
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|
2023
Q2 | $70.1M | Buy |
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|
2023
Q1 | $29.5M | Sell |
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|
2022
Q4 | $46.4M | Sell |
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|
2022
Q3 | $50.2M | Sell |
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|
2022
Q2 | $64.4M | Sell |
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|
2022
Q1 | $89.5M | Buy |
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|
2021
Q4 | $65.5M | Sell |
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|
2021
Q3 | $93.2M | Buy |
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|
2021
Q2 | $85.9M | Buy |
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|
2021
Q1 | $67.2M | Sell |
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|
2020
Q4 | $71.3M | Sell |
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|
2020
Q3 | $63.9M | Buy |
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|
2020
Q2 | $36M | Sell |
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|
2020
Q1 | $85.8M | Buy |
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|
2019
Q4 | $37.4M | Sell |
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|
2019
Q3 | $42.3M | Sell |
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|
2019
Q2 | $77.9M | Buy |
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|
2019
Q1 | $63.5M | Buy |
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|
2018
Q4 | $36.7M | Sell |
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|
2018
Q3 | $49.8M | Buy |
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|
2018
Q2 | $46.6M | Sell |
|
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|
2018
Q1 | $42.5M | Buy |
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|
2017
Q4 | $36.2M | Buy |
|
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|
2017
Q3 | $38.2M | Sell |
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|
2017
Q2 | $44.4M | Sell |
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|
2017
Q1 | $44.9M | Buy |
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|
2016
Q4 | $34.3M | Buy |
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|
2016
Q3 | $37.1M | Sell |
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|
2016
Q2 | $42.2M | Sell |
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|
2016
Q1 | $39.4M | Sell |
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|
2015
Q4 | $39.9M | Buy |
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|
2015
Q3 | $31M | Sell |
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|
2015
Q2 | $34.5M | Sell |
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|
2015
Q1 | $48.1M | Sell |
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|
2014
Q4 | $56.5M | Buy |
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