Checchi Capital Advisers’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.59M | Buy |
6,998
+29
| +0.4% | +$6.13K | 0.07% | 157 |
|
|
2026
Q1 | $1.38M | Buy |
6,969
+269
| +4% | +$53.2K | 0.07% | 172 |
|
|
2025
Q4 | $1.24M | Sell |
6,700
-428
| -6% | -$79.9K | 0.06% | 171 |
|
|
2025
Q3 | $1.27M | Sell |
7,128
-3,614
| -34% | -$594K | 0.07% | 166 |
|
|
2025
Q2 | $1.65M | Sell |
10,742
-261
| -2% | -$39K | 0.09% | 145 |
|
|
2025
Q1 | $1.69M | Buy |
11,003
+1,797
| +20% | +$256K | 0.09% | 144 |
|
|
2024
Q4 | $1.16M | Buy |
9,206
+172
| +2% | +$22.6K | 0.07% | 174 |
|
|
2024
Q3 | $1.16M | Sell |
9,034
-276
| -3% | -$32.2K | 0.06% | 181 |
|
|
2024
Q2 | $971K | Buy |
9,310
+191
| +2% | +$18.7K | 0.05% | 192 |
|
|
2024
Q1 | $852K | Buy |
9,119
+500
| +6% | +$45.3K | 0.07% | 218 |
|
|
2023
Q4 | $777K | Buy |
8,619
+95
| +1% | +$8.24K | 0.06% | 220 |
|
|
2023
Q3 | $698K | Buy |
8,524
+278
| +3% | +$22.9K | 0.06% | 221 |
|
|
2023
Q2 | $667K | Buy |
8,246
+36
| +0.4% | +$2.77K | 0.06% | 231 |
|
|
2023
Q1 | $589K | Sell |
8,210
-399
| -5% | -$28.9K | 0.06% | 249 |
|
|
2022
Q4 | $564K | Buy |
8,609
+31
| +0.4% | +$1.99K | 0.06% | 247 |
|
|
2022
Q3 | $552K | Buy |
8,578
+146
| +2% | +$11.4K | 0.05% | 245 |
|
|
2022
Q2 | $728K | Buy |
8,432
+3,449
| +69% | +$307K | 0.06% | 214 |
|
|
2022
Q1 | $479K | Buy |
4,983
+356
| +8% | +$30.9K | 0.04% | 273 |
|
|
2021
Q4 | $397K | Buy |
4,627
+143
| +3% | +$11.9K | 0.03% | 324 |
|
|
2021
Q3 | $369K | Buy |
4,484
+113
| +3% | +$9.71K | 0.04% | 306 |
|
|
2021
Q2 | $363K | Buy |
4,371
+6
| +0.1% | +$459 | 0.04% | 312 |
|
|
2021
Q1 | $313K | Buy |
4,365
+285
| +7% | +$19.1K | 0.03% | 343 |
|
|
2020
Q4 | $264K | Buy |
4,080
+78
| +2% | +$4.73K | 0.03% | 378 |
|
|
2020
Q3 | $220K | Sell |
4,002
-381
| -9% | -$20.9K | 0.02% | 381 |
|
|
2020
Q2 | $227K | Sell |
4,383
-667
| -13% | -$32.8K | 0.03% | 382 |
|
|
2020
Q1 | $231K | Buy |
5,050
+1,065
| +27% | +$78.6K | 0.02% | 310 |
|
|
2019
Q4 | $326K | Sell |
3,985
-14
| -0.4% | -$1.2K | 0.04% | 283 |
|
|
2019
Q3 | $363K | Buy |
3,999
+364
| +10% | +$31.7K | 0.05% | 258 |
|
|
2019
Q2 | $296K | Buy |
3,635
+35
| +1% | +$2.75K | 0.04% | 302 |
|
|
2019
Q1 | $279K | Sell |
3,600
-156
| -4% | -$11.7K | 0.03% | 305 |
|
|
2018
Q4 | $261K | Sell |
3,756
-360
| -9% | -$24.5K | 0.03% | 286 |
|
|
2018
Q3 | $265K | Buy |
4,116
+541
| +15% | +$34.9K | 0.03% | 343 |
|
|
2018
Q2 | $224K | Buy |
+3,575
| New | +$199K | 0.03% | 355 |
|
|
2018
Q1 | – | Sell |
-3,470
| Closed | -$221K | – | 429 |
|
|
2017
Q4 | $221K | Sell |
3,470
-221
| -6% | -$14.8K | 0.03% | 368 |
|
|
2017
Q3 | $259K | Buy |
3,691
+32
| +0.9% | +$2.33K | 0.03% | 312 |
|
|
2017
Q2 | $274K | Sell |
3,659
-563
| -13% | -$41.2K | 0.03% | 296 |
|
|
2017
Q1 | $299K | Sell |
4,222
-397
| -9% | -$26.8K | 0.03% | 282 |
|
|
2016
Q4 | $309K | Sell |
4,619
-152
| -3% | -$10.1K | 0.04% | 264 |
|
|
2016
Q3 | $357K | Buy |
4,771
+106
| +2% | +$8.12K | 0.04% | 219 |
|
|
2016
Q2 | $355K | Buy |
4,665
+165
| +4% | +$11.7K | 0.04% | 210 |
|
|
2016
Q1 | $312K | Buy |
4,500
+77
| +2% | +$4.96K | 0.07% | 232 |
|
|
2015
Q4 | $301K | Buy |
4,423
+333
| +8% | +$21.7K | 0.08% | 239 |
|
|
2015
Q3 | $277K | Buy |
4,090
+75
| +2% | +$5.01K | 0.08% | 231 |
|
|
2015
Q2 | $264K | Buy |
4,015
+288
| +8% | +$20.7K | 0.07% | 261 |
|
|
2015
Q1 | $288K | Buy |
3,727
+105
| +3% | +$8.27K | 0.09% | 234 |
|
|
2014
Q4 | $274K | Buy |
+3,622
| New | +$259K | 0.1% | 218 |
|
Other funds holding WELL
CIM
DPIM
Checchi Capital Advisers's WELL Position: Q2 2026 in Review
Checchi Capital Advisers increased its Welltower (WELL) stake by 0.42% in Q2 2026, buying an estimated $6.13K and bringing the position to 6,998 shares worth $1.59M. The position accounts for 0.07% of the portfolio, ranked #157.
Checchi Capital Advisers first reported a position in WELL in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.69M in Q1 2025. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Checchi Capital Advisers held 6,998 shares of Welltower worth $1.59M as of Q2 2026.
- Checchi Capital Advisers bought 29 Welltower shares in Q2 2026, an estimated $6.13K.
- Welltower made up 0.07% of Checchi Capital Advisers's portfolio in Q2 2026, its #157 holding.
- Checchi Capital Advisers first reported a position in Welltower in Q4 2014 and has held it in 46 quarters since.
- Checchi Capital Advisers's Welltower position peaked at $1.69M in Q1 2025.
- 918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.