Vert 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
Q2 | $20.5M | Sell |
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|
2025
Q1 | $21.4M | Sell |
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|
2024
Q4 | $22.8M | Buy |
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|
2024
Q3 | $23.1M | Buy |
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|
2024
Q2 | $18.7M | Sell |
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|
2024
Q1 | $17.1M | Sell |
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|
2023
Q4 | $16.8M | Buy |
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|
2023
Q3 | $15.2M | Buy |
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|
2023
Q2 | $14.3M | Buy |
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|
2023
Q1 | $12.2M | Buy |
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|
2022
Q4 | $6.91M | Buy |
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|
2022
Q3 | $6.47M | Buy |
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|
2022
Q2 | $7.28M | Buy |
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|
2022
Q1 | $7.82M | Buy |
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|
2021
Q4 | $6.18M | Buy |
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