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