Westwood Holdings 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
Q3 | $1.34M | Sell |
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|
2025
Q2 | $4.8M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $561K | Sell |
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|
2023
Q4 | $812K | Hold |
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|
2023
Q3 | $737K | Hold |
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|
2023
Q2 | $728K | Sell |
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|
2023
Q1 | $4.59M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $94K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $1.45M | Buy |
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