Vident Advisory’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Buy |
45,831
+3,690
| +9% | +$567K | 0.08% | 213 |
|
|
2025
Q1 | $6.46M | Buy |
42,141
+11,707
| +38% | +$1.79M | 0.09% | 194 |
|
|
2024
Q4 | $3.84M | Sell |
30,434
-14,518
| -32% | -$1.83M | 0.07% | 264 |
|
|
2024
Q3 | $5.76M | Sell |
44,952
-48,342
| -52% | -$6.19M | 0.14% | 135 |
|
|
2024
Q2 | $9.73M | Buy |
93,294
+28,476
| +44% | +$2.97M | 0.27% | 77 |
|
|
2024
Q1 | $6.06M | Buy |
64,818
+24,449
| +61% | +$2.28M | 0.13% | 195 |
|
|
2023
Q4 | $3.64M | Buy |
40,369
+1,164
| +3% | +$105K | 0.09% | 244 |
|
|
2023
Q3 | $3.21M | Buy |
+39,205
| New | +$3.21M | 0.1% | 213 |
|