Zacks Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $205K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $8.79M | Buy |
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|
2016
Q2 | $8.79M | Sell |
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|
2016
Q1 | $8.07M | Buy |
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|
2015
Q4 | $7.56M | Sell |
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|
2015
Q3 | $7.65M | Sell |
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|
2015
Q2 | $7.48M | Sell |
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|
2015
Q1 | $10.8M | Sell |
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|
2014
Q4 | $11.1M | Buy |
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|
2014
Q3 | $5.95M | Sell |
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|
2014
Q2 | $6.43M | Buy |
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