Chilton Capital Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Sell |
88,696
-22,722
| -20% | -$3.49M | 0.5% | 54 |
|
|
2025
Q1 | $17.1M | Sell |
111,418
-33,209
| -23% | -$5.09M | 0.74% | 47 |
|
|
2024
Q4 | $18.2M | Buy |
144,627
+223
| +0.2% | +$28.1K | 0.77% | 44 |
|
|
2024
Q3 | $18.5M | Sell |
144,404
-22,057
| -13% | -$2.82M | 0.77% | 50 |
|
|
2024
Q2 | $17.4M | Sell |
166,461
-35,436
| -18% | -$3.69M | 0.78% | 48 |
|
|
2024
Q1 | $18.9M | Sell |
201,897
-11,375
| -5% | -$1.06M | 0.89% | 46 |
|
|
2023
Q4 | $19.2M | Sell |
213,272
-57,407
| -21% | -$5.18M | 0.98% | 42 |
|
|
2023
Q3 | $22.2M | Sell |
270,679
-13,427
| -5% | -$1.1M | 1.24% | 24 |
|
|
2023
Q2 | $23M | Sell |
284,106
-18,309
| -6% | -$1.48M | 1.26% | 26 |
|
|
2023
Q1 | $21.7M | Sell |
302,415
-5,017
| -2% | -$360K | 1.25% | 22 |
|
|
2022
Q4 | $20.2M | Buy |
307,432
+20,153
| +7% | +$1.32M | 1.25% | 26 |
|
|
2022
Q3 | $18.5M | Buy |
287,279
+586
| +0.2% | +$37.7K | 1.23% | 28 |
|
|
2022
Q2 | $23.6M | Buy |
286,693
+3,784
| +1% | +$312K | 1.44% | 17 |
|
|
2022
Q1 | $27.2M | Sell |
282,909
-6,111
| -2% | -$588K | 1.42% | 17 |
|
|
2021
Q4 | $24.8M | Buy |
289,020
+5,478
| +2% | +$470K | 1.26% | 22 |
|
|
2021
Q3 | $23.4M | Buy |
283,542
+7,893
| +3% | +$650K | 1.31% | 17 |
|
|
2021
Q2 | $22.9M | Buy |
275,649
+65,719
| +31% | +$5.46M | 1.32% | 17 |
|
|
2021
Q1 | $15M | Buy |
209,930
+66,040
| +46% | +$4.73M | 1% | 47 |
|
|
2020
Q4 | $9.3M | Buy |
143,890
+14,685
| +11% | +$949K | 0.67% | 60 |
|
|
2020
Q3 | $7.12M | Buy |
+129,205
| New | +$7.12M | 0.55% | 63 |
|
|
2017
Q4 | – | Sell |
-5,490
| Closed | -$386K | – | 185 |
|
|
2017
Q3 | $386K | Buy |
+5,490
| New | +$386K | 0.04% | 134 |
|
|
2014
Q3 | – | Sell |
-16,576
| Closed | -$1.04M | – | 163 |
|
|
2014
Q2 | $1.04M | Sell |
16,576
-24,088
| -59% | -$1.51M | 0.1% | 121 |
|
|
2014
Q1 | $2.42M | Sell |
40,664
-412
| -1% | -$24.6K | 0.25% | 92 |
|
|
2013
Q4 | $2.2M | Sell |
41,076
-2,693
| -6% | -$144K | 0.24% | 88 |
|
|
2013
Q3 | $2.73M | Sell |
43,769
-9,534
| -18% | -$595K | 0.31% | 82 |
|
|
2013
Q2 | $3.57M | Buy |
+53,303
| New | +$3.57M | 0.44% | 74 |
|