VIA
Virtus Investment Advisers’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
9,429
-932
| -9% | -$143K | 0.49% | 94 |
|
|
2025
Q1 | $1.59M | Buy |
10,361
+9,576
| +1,220% | +$1.47M | 0.43% | 22 |
|
|
2024
Q4 | $98.9K | Buy |
+785
| New | +$98.9K | 0.08% | 262 |
|
|
2018
Q1 | – | Sell |
-7,508
| Closed | -$479K | – | 433 |
|
|
2017
Q4 | $479K | Sell |
7,508
-329
| -4% | -$21K | 0.05% | 300 |
|
|
2017
Q3 | $551K | Sell |
7,837
-1,005
| -11% | -$70.7K | 0.06% | 296 |
|
|
2017
Q2 | $662K | Buy |
+8,842
| New | +$662K | 0.06% | 284 |
|
|
2016
Q4 | – | Sell |
-90,748
| Closed | -$6.79M | – | 531 |
|
|
2016
Q3 | $6.79M | Buy |
+90,748
| New | +$6.79M | 0.43% | 68 |
|