Westwood Holdings Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Buy |
+31,248
| New | +$4.8M | 0.04% | 256 |
|
|
2024
Q2 | – | Sell |
-6,000
| Closed | -$561K | – | 485 |
|
|
2024
Q1 | $561K | Sell |
6,000
-3,000
| -33% | -$281K | ﹤0.01% | 392 |
|
|
2023
Q4 | $812K | Hold |
9,000
| – | – | 0.01% | 365 |
|
|
2023
Q3 | $737K | Hold |
9,000
| – | – | 0.01% | 362 |
|
|
2023
Q2 | $728K | Sell |
9,000
-55,000
| -86% | -$4.45M | 0.01% | 363 |
|
|
2023
Q1 | $4.59M | Buy |
+64,000
| New | +$4.59M | 0.04% | 251 |
|
|
2017
Q3 | – | Sell |
-1,250
| Closed | -$94K | – | 518 |
|
|
2017
Q2 | $94K | Buy |
+1,250
| New | +$94K | ﹤0.01% | 427 |
|
|
2013
Q3 | – | Sell |
-21,600
| Closed | -$1.45M | – | 334 |
|
|
2013
Q2 | $1.45M | Buy |
+21,600
| New | +$1.45M | 0.01% | 282 |
|