Cullinan Associates’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.42M | Buy |
9,215
+750
| +9% | +$115K | 0.09% | 116 |
|
2025
Q1 | $1.3M | Sell |
8,465
-5,052
| -37% | -$774K | 0.09% | 119 |
|
2024
Q4 | $1.7M | Sell |
13,517
-1,638
| -11% | -$206K | 0.11% | 116 |
|
2024
Q3 | $1.98M | Sell |
15,155
-2,035
| -12% | -$266K | 0.11% | 115 |
|
2024
Q2 | $1.79M | Buy |
17,190
+11,380
| +196% | +$1.19M | 0.1% | 118 |
|
2024
Q1 | $543K | Buy |
+5,810
| New | +$543K | 0.03% | 182 |
|