Yousif Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Buy |
106,520
+2,240
| +2% | +$344K | 0.18% | 98 |
|
|
2025
Q1 | $16M | Buy |
104,280
+1,143
| +1% | +$175K | 0.19% | 101 |
|
|
2024
Q4 | $13M | Sell |
103,137
-2,734
| -3% | -$345K | 0.14% | 124 |
|
|
2024
Q3 | $13.6M | Buy |
105,871
+3,330
| +3% | +$426K | 0.15% | 125 |
|
|
2024
Q2 | $10.7M | Buy |
102,541
+4,708
| +5% | +$491K | 0.12% | 148 |
|
|
2024
Q1 | $9.14M | Buy |
97,833
+964
| +1% | +$90.1K | 0.1% | 191 |
|
|
2023
Q4 | $8.73M | Buy |
96,869
+2,351
| +2% | +$212K | 0.1% | 182 |
|
|
2023
Q3 | $7.74M | Sell |
94,518
-281
| -0.3% | -$23K | 0.1% | 191 |
|
|
2023
Q2 | $7.67M | Buy |
94,799
+5,628
| +6% | +$455K | 0.09% | 198 |
|
|
2023
Q1 | $6.39M | Sell |
89,171
-3,840
| -4% | -$275K | 0.08% | 233 |
|
|
2022
Q4 | $6.1M | Sell |
93,011
-4,260
| -4% | -$279K | 0.08% | 242 |
|
|
2022
Q3 | $6.26M | Buy |
97,271
+9,731
| +11% | +$626K | 0.09% | 216 |
|
|
2022
Q2 | $7.21M | Sell |
87,540
-1,255
| -1% | -$103K | 0.09% | 203 |
|
|
2022
Q1 | $8.54M | Buy |
88,795
+778
| +0.9% | +$74.8K | 0.09% | 202 |
|
|
2021
Q4 | $7.55M | Buy |
+88,017
| New | +$7.55M | 0.08% | 237 |
|