Wexford Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,500
| Closed | -$1.32M | – | 295 |
|
|
2024
Q4 | $1.32M | Buy |
+10,500
| New | +$1.32M | 0.21% | 57 |
|
|
2023
Q3 | – | Sell |
-7,505
| Closed | -$607K | – | 254 |
|
|
2023
Q2 | $607K | Sell |
7,505
-2,163
| -22% | -$175K | 0.12% | 96 |
|
|
2023
Q1 | $693K | Sell |
9,668
-7,572
| -44% | -$543K | 0.14% | 83 |
|
|
2022
Q4 | $1.13M | Buy |
17,240
+4,965
| +40% | +$325K | 0.23% | 47 |
|
|
2022
Q3 | $790K | Buy |
12,275
+4,875
| +66% | +$314K | 0.25% | 62 |
|
|
2022
Q2 | $609 | Sell |
7,400
-2,607
| -26% | -$215 | 0.03% | 99 |
|
|
2022
Q1 | $962 | Buy |
10,007
+7,007
| +234% | +$674 | 0.05% | 77 |
|
|
2021
Q4 | $257 | Buy |
+3,000
| New | +$257 | 0.01% | 169 |
|
|
2021
Q2 | $249K | Buy |
+3,000
| New | +$249K | 0.04% | 150 |
|