AlphaCore Capital’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
$753K Buy
2025
Q1
$745K Buy
2024
Q4
$570K Sell
2024
Q3
$594K Buy
2024
Q2
$472K Buy
2024
Q1
$417K Buy
2023
Q4
$395K Hold
2023
Q3
$359K Sell
2023
Q2
$361K Buy
2023
Q1
$309K Buy
2022
Q4
$279K Buy
2022
Q3
Sell
2022
Q2
$211K Buy
2022
Q1
$239K Buy
2020
Q2
Sell
2020
Q1
$8K Buy