WC
WELL icon

Waterloo Capital’s Welltower WELL Stock Holding History

Waterloo Capital’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.45M Buy
9,421
+1,439
+18% +$221K 0.12% 159
2025
Q1 		$1.22M Buy
7,982
+621
+8% +$95.1K 0.11% 161
2024
Q4 		$928K Sell
7,361
-1,007
-12% -$127K 0.1% 170
2024
Q3 		$1.07M Buy
+8,368
New +$1.07M 0.12% 159