
WorldQuant Millennium Advisors’s Welltower WELL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $56M | Buy |
364,059
+302,504
| +491% | +$46.5M | 0.28% | 105 |
|
2025
Q1 | $9.43M | Sell |
61,555
-159,543
| -72% | -$24.4M | 0.06% | 245 |
|
2024
Q4 | $27.9M | Buy |
+221,098
| New | +$27.9M | 0.18% | 141 |
|
2022
Q4 | – | Sell |
-97,292
| Closed | -$6.26M | – | 404 |
|
2022
Q3 | $6.26M | Buy |
97,292
+8,258
| +9% | +$531K | 0.15% | 172 |
|
2022
Q2 | $7.33M | Buy |
+89,034
| New | +$7.33M | 0.21% | 146 |
|
2020
Q2 | – | Sell |
-7,059
| Closed | -$323K | – | 367 |
|
2020
Q1 | $323K | Sell |
7,059
-1,310
| -16% | -$59.9K | 0.01% | 314 |
|
2019
Q4 | $684K | Sell |
8,369
-298
| -3% | -$24.4K | 0.01% | 294 |
|
2019
Q3 | $785K | Buy |
8,667
+471
| +6% | +$42.7K | 0.02% | 279 |
|
2019
Q2 | $668K | Buy |
8,196
+1,639
| +25% | +$134K | 0.01% | 276 |
|
2019
Q1 | $509K | Buy |
+6,557
| New | +$509K | 0.01% | 280 |
|