Chilton Capital Management’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 | $14.9M | Sell |
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|
2025
Q2 | $13.6M | Sell |
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|
2025
Q1 | $17.1M | Sell |
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|
2024
Q4 | $18.2M | Buy |
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|
2024
Q3 | $18.5M | Sell |
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|
2024
Q2 | $17.4M | Sell |
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|
2024
Q1 | $18.9M | Sell |
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|
2023
Q4 | $19.2M | Sell |
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|
2023
Q3 | $22.2M | Sell |
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|
2023
Q2 | $23M | Sell |
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|
2023
Q1 | $21.7M | Sell |
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|
2022
Q4 | $20.2M | Buy |
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|
2022
Q3 | $18.5M | Buy |
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|
2022
Q2 | $23.6M | Buy |
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|
2022
Q1 | $27.2M | Sell |
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|
2021
Q4 | $24.8M | Buy |
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|
2021
Q3 | $23.4M | Buy |
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|
2021
Q2 | $22.9M | Buy |
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|
2021
Q1 | $15M | Buy |
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|
2020
Q4 | $9.3M | Buy |
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|
2020
Q3 | $7.12M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $386K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.04M | Sell |
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|
2014
Q1 | $2.42M | Sell |
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|
2013
Q4 | $2.2M | Sell |
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|
2013
Q3 | $2.73M | Sell |
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|
2013
Q2 | $3.57M | Buy |
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