Corient Private Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
80,889
+35,688
| +79% | +$5.49M | 0.01% | 521 |
|
|
2025
Q1 | $6.93M | Buy |
45,201
+2,613
| +6% | +$400K | 0.01% | 590 |
|
|
2024
Q4 | $5.37M | Sell |
42,588
-1,439
| -3% | -$181K | 0.01% | 675 |
|
|
2024
Q3 | $5.64M | Buy |
44,027
+7,937
| +22% | +$1.02M | 0.01% | 698 |
|
|
2024
Q2 | $3.76M | Buy |
36,090
+1,434
| +4% | +$149K | 0.01% | 786 |
|
|
2024
Q1 | $3.24M | Buy |
34,656
+1,468
| +4% | +$137K | 0.01% | 831 |
|
|
2023
Q4 | $2.99M | Buy |
33,188
+1,025
| +3% | +$92.4K | 0.01% | 848 |
|
|
2023
Q3 | $2.64M | Buy |
32,163
+2,631
| +9% | +$216K | 0.01% | 816 |
|
|
2023
Q2 | $2.39M | Buy |
29,532
+2,566
| +10% | +$208K | 0.01% | 843 |
|
|
2023
Q1 | $1.94M | Buy |
26,966
+12,261
| +83% | +$880K | 0.01% | 849 |
|
|
2022
Q4 | $962K | Buy |
+14,705
| New | +$962K | ﹤0.01% | 923 |
|