Brinker Capital Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.02M | Buy |
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|
2025
Q2 | $3.7M | Buy |
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|
2025
Q1 | $3.25M | Buy |
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|
2024
Q4 | $2.23M | Buy |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $904K | Buy |
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|
2023
Q1 | $783K | Buy |
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $387K | Sell |
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|
2022
Q1 | $477K | Buy |
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|
2021
Q4 | $409K | Sell |
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|
2021
Q3 | $602K | Hold |
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|
2021
Q2 | $602K | Sell |
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|
2021
Q1 | $551K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $526K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Sell |
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|
2019
Q3 | $238K | Sell |
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|
2019
Q2 | $218K | Sell |
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|
2019
Q1 | $214K | Buy |
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|
2018
Q4 | $46K | Buy |
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|
2018
Q3 | $37K | Sell |
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|
2018
Q2 | $41K | Buy |
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|
2018
Q1 | $27K | Sell |
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|
2017
Q4 | $40K | Hold |
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|
2017
Q3 | $44K | Hold |
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|
2017
Q2 | $47K | Hold |
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|
2017
Q1 | $45K | Hold |
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|
2016
Q4 | $42K | Hold |
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|
2016
Q3 | $47K | Buy |
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|
2016
Q2 | $38K | Buy |
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