Wolverine Asset Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
+6,767
| New | +$1.04M | 0.01% | 412 |
|
|
2025
Q1 | – | Sell |
-8,788
| Closed | -$1.11M | – | 1422 |
|
|
2024
Q4 | $1.11M | Buy |
8,788
+1,612
| +22% | +$203K | 0.01% | 398 |
|
|
2024
Q3 | $919K | Buy |
+7,176
| New | +$919K | 0.01% | 438 |
|
|
2023
Q1 | – | Sell |
-4,925
| Closed | -$323K | – | 1786 |
|
|
2022
Q4 | $323K | Sell |
4,925
-29,592
| -86% | -$1.94M | ﹤0.01% | 752 |
|
|
2022
Q3 | $2.22M | Buy |
34,517
+21,788
| +171% | +$1.4M | 0.02% | 377 |
|
|
2022
Q2 | $1.05M | Buy |
+12,729
| New | +$1.05M | 0.01% | 588 |
|
|
2020
Q3 | – | Sell |
-2,787
| Closed | -$144K | – | 1545 |
|
|
2020
Q2 | $144K | Buy |
+2,787
| New | +$144K | ﹤0.01% | 765 |
|
|
2019
Q4 | – | Sell |
-1,343
| Closed | -$121K | – | 1265 |
|
|
2019
Q3 | $121K | Buy |
+1,343
| New | +$121K | ﹤0.01% | 798 |
|
|
2018
Q3 | – | Sell |
-15,844
| Closed | -$993K | – | 1243 |
|
|
2018
Q2 | $993K | Sell |
15,844
-32,605
| -67% | -$2.04M | 0.01% | 504 |
|
|
2018
Q1 | $2.64M | Buy |
48,449
+17,706
| +58% | +$964K | 0.03% | 236 |
|
|
2017
Q4 | $1.96M | Buy |
30,743
+23,269
| +311% | +$1.48M | 0.02% | 289 |
|
|
2017
Q3 | $525K | Buy |
7,474
+1,255
| +20% | +$88.2K | 0.01% | 469 |
|
|
2017
Q2 | $465K | Sell |
6,219
-5,883
| -49% | -$440K | 0.01% | 480 |
|
|
2017
Q1 | $857K | Sell |
12,102
-6,100
| -34% | -$432K | 0.01% | 334 |
|
|
2016
Q4 | $1.22M | Sell |
18,202
-2,854
| -14% | -$191K | 0.02% | 262 |
|
|
2016
Q3 | $1.57M | Buy |
21,056
+2,866
| +16% | +$214K | 0.02% | 245 |
|
|
2016
Q2 | $1.39M | Buy |
18,190
+230
| +1% | +$17.5K | 0.02% | 274 |
|
|
2016
Q1 | $1.25M | Sell |
17,960
-2,482
| -12% | -$172K | 0.04% | 314 |
|
|
2015
Q4 | $1.39M | Buy |
20,442
+9,042
| +79% | +$615K | 0.03% | 350 |
|
|
2015
Q3 | $772K | Buy |
11,400
+811
| +8% | +$54.9K | 0.02% | 467 |
|
|
2015
Q2 | $694K | Sell |
10,589
-8,279
| -44% | -$543K | 0.02% | 461 |
|
|
2015
Q1 | $1.46M | Sell |
18,868
-3,824
| -17% | -$296K | 0.03% | 324 |
|
|
2014
Q4 | $1.72M | Buy |
22,692
+8,323
| +58% | +$630K | 0.03% | 273 |
|
|
2014
Q3 | $896K | Sell |
14,369
-5,186
| -27% | -$323K | 0.02% | 401 |
|
|
2014
Q2 | $1.23M | Sell |
19,555
-542
| -3% | -$34K | 0.03% | 308 |
|
|
2014
Q1 | $1.2M | Sell |
20,097
-29,909
| -60% | -$1.78M | 0.03% | 321 |
|
|
2013
Q4 | $2.68M | Buy |
50,006
+11,234
| +29% | +$602K | 0.05% | 234 |
|
|
2013
Q3 | $2.42M | Buy |
38,772
+27,706
| +250% | +$1.73M | 0.05% | 240 |
|
|
2013
Q2 | $741K | Buy |
+11,066
| New | +$741K | 0.02% | 460 |
|