Zimmer Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192M | Sell |
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|
2025
Q1 | $284M | Sell |
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|
2024
Q4 | $420M | Buy |
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|
2024
Q3 | $425M | Hold |
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|
2024
Q2 | $346M | Hold |
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|
2024
Q1 | $310M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $40.4M | Sell |
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|
2023
Q1 | $55.6M | Sell |
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|
2022
Q4 | $251M | Sell |
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|
2022
Q3 | $257M | Buy |
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|
2022
Q2 | $287M | Sell |
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|
2022
Q1 | $339M | Sell |
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|
2021
Q4 | $314M | Buy |
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|
2021
Q3 | $291M | Buy |
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|
2021
Q2 | $227M | Buy |
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|
2021
Q1 | $78.8M | Sell |
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|
2020
Q4 | $219M | Sell |
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|
2020
Q3 | $220M | Sell |
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|
2020
Q2 | $216M | Buy |
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|
2020
Q1 | $137M | Sell |
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|
2019
Q4 | $403M | Buy |
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|
2019
Q3 | $216M | Hold |
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|
2019
Q2 | $195M | Sell |
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|
2019
Q1 | $313M | Buy |
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