Zurich Insurance Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.1M | Sell |
326,167
-296,413
| -48% | -$45.6M | 0.39% | 69 |
|
|
2025
Q1 | $95.4M | Buy |
+622,580
| New | +$95.4M | 0.77% | 41 |
|
|
2019
Q4 | – | Sell |
-68,123
| Closed | -$6.18M | – | 482 |
|
|
2019
Q3 | $6.18M | Sell |
68,123
-27,689
| -29% | -$2.51M | 0.12% | 207 |
|
|
2019
Q2 | $7.81M | Sell |
95,812
-179,185
| -65% | -$14.6M | 0.15% | 187 |
|
|
2019
Q1 | $21.3M | Buy |
274,997
+272,500
| +10,913% | +$21.1M | 0.46% | 56 |
|
|
2018
Q4 | $173K | Buy |
+2,497
| New | +$173K | ﹤0.01% | 405 |
|
|
2018
Q1 | – | Sell |
-45,909
| Closed | -$2.93M | – | 587 |
|
|
2017
Q4 | $2.93M | Buy |
45,909
+5,634
| +14% | +$359K | 0.07% | 345 |
|
|
2017
Q3 | $2.83M | Sell |
40,275
-18,473
| -31% | -$1.3M | 0.08% | 291 |
|
|
2017
Q2 | $4.4M | Sell |
58,748
-25,167
| -30% | -$1.88M | 0.12% | 200 |
|
|
2017
Q1 | $5.94M | Buy |
83,915
+8,884
| +12% | +$629K | 0.17% | 139 |
|
|
2016
Q4 | $5.02M | Buy |
75,031
+28,370
| +61% | +$1.9M | 0.16% | 166 |
|
|
2016
Q3 | $3.49M | Sell |
46,661
-20,081
| -30% | -$1.5M | 0.12% | 211 |
|
|
2016
Q2 | $5.08M | Buy |
+66,742
| New | +$5.08M | 0.18% | 149 |
|