Garland 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 | $1.38M | Sell |
9,005
-26,438
| -75% | -$4.06M | 4.39% | 9 |
|
|
2025
Q1 | $5.43M | Sell |
35,443
-5,300
| -13% | -$812K | 5.08% | 5 |
|
|
2024
Q4 | $5.13M | Sell |
40,743
-3,470
| -8% | -$437K | 4.21% | 9 |
|
|
2024
Q3 | $5.66M | Sell |
44,213
-6,875
| -13% | -$880K | 4.35% | 8 |
|
|
2024
Q2 | $5.33M | Sell |
51,088
-753
| -1% | -$78.5K | 3.76% | 11 |
|
|
2024
Q1 | $4.84M | Sell |
51,841
-380
| -0.7% | -$35.5K | 3.21% | 15 |
|
|
2023
Q4 | $4.71M | Sell |
52,221
-3,432
| -6% | -$309K | 3.31% | 17 |
|
|
2023
Q3 | $4.56M | Buy |
55,653
+33
| +0.1% | +$2.7K | 3.22% | 15 |
|
|
2023
Q2 | $4.5M | Buy |
55,620
+828
| +2% | +$67K | 3.03% | 18 |
|
|
2023
Q1 | $3.93M | Sell |
54,792
-576
| -1% | -$41.3K | 2.67% | 21 |
|
|
2022
Q4 | $3.63M | Buy |
55,368
+5,583
| +11% | +$366K | 2.37% | 26 |
|
|
2022
Q3 | $3.2M | Buy |
49,785
+590
| +1% | +$37.9K | 2.79% | 21 |
|
|
2022
Q2 | $4.05M | Sell |
49,195
-550
| -1% | -$45.3K | 3.02% | 19 |
|
|
2022
Q1 | $4.78M | Buy |
49,745
+50
| +0.1% | +$4.81K | 3.17% | 18 |
|
|
2021
Q4 | $4.26M | Sell |
49,695
-4,500
| -8% | -$386K | 2.94% | 20 |
|
|
2021
Q3 | $4.47M | Sell |
54,195
-200
| -0.4% | -$16.5K | 3.2% | 18 |
|
|
2021
Q2 | $4.52M | Sell |
54,395
-450
| -0.8% | -$37.4K | 3.18% | 21 |
|
|
2021
Q1 | $3.93M | Sell |
54,845
-600
| -1% | -$43K | 2.97% | 21 |
|
|
2020
Q4 | $3.58M | Hold |
55,445
| – | – | 3.04% | 20 |
|
|
2020
Q3 | $3.05M | Sell |
55,445
-200
| -0.4% | -$11K | 2.73% | 21 |
|
|
2020
Q2 | $2.88M | Sell |
55,645
-1,125
| -2% | -$58.2K | 2.61% | 23 |
|
|
2020
Q1 | $2.6M | Sell |
56,770
-1,375
| -2% | -$62.9K | 2.36% | 26 |
|
|
2019
Q4 | $4.76M | Sell |
58,145
-38
| -0.1% | -$3.11K | 3.45% | 17 |
|
|
2019
Q3 | $5.27M | Sell |
58,183
-2,587
| -4% | -$234K | 3.77% | 10 |
|
|
2019
Q2 | $4.96M | Sell |
60,770
-375
| -0.6% | -$30.6K | 3.52% | 15 |
|
|
2019
Q1 | $4.75M | Sell |
61,145
-500
| -0.8% | -$38.8K | 3.29% | 16 |
|
|
2018
Q4 | $4.28M | Buy |
61,645
+240
| +0.4% | +$16.7K | 3.09% | 16 |
|
|
2018
Q3 | $3.95M | Sell |
61,405
-1,050
| -2% | -$67.5K | 2.67% | 24 |
|
|
2018
Q2 | $3.92M | Sell |
62,455
-300
| -0.5% | -$18.8K | 2.73% | 24 |
|
|
2018
Q1 | $3.41M | Buy |
62,755
+1,325
| +2% | +$71.9K | 2.37% | 28 |
|
|
2017
Q4 | $3.92M | Buy |
61,430
+912
| +2% | +$58.2K | 2.57% | 27 |
|
|
2017
Q3 | $4.25M | Sell |
60,518
-992
| -2% | -$69.7K | 2.72% | 23 |
|
|
2017
Q2 | $4.6M | Buy |
+61,510
| New | +$4.6M | 2.83% | 14 |
|
|
2015
Q4 | – | Sell |
-58,050
| Closed | -$3.93M | – | 35 |
|
|
2015
Q3 | $3.93M | Buy |
58,050
+5,875
| +11% | +$398K | 3.06% | 11 |
|
|
2015
Q2 | $3.42M | Sell |
52,175
-5,625
| -10% | -$369K | 2.96% | 15 |
|
|
2015
Q1 | $4.47M | Sell |
57,800
-75
| -0.1% | -$5.8K | 2.94% | 10 |
|
|
2014
Q4 | $4.38M | Buy |
57,875
+3,150
| +6% | +$238K | 2.85% | 13 |
|
|
2014
Q3 | $3.41M | Sell |
54,725
-850
| -2% | -$53K | 2.44% | 21 |
|
|
2014
Q2 | $3.48M | Buy |
55,575
+50
| +0.1% | +$3.13K | 2.34% | 22 |
|
|
2014
Q1 | $3.31M | Buy |
55,525
+1,150
| +2% | +$68.5K | 2.16% | 25 |
|
|
2013
Q4 | $2.91M | Sell |
54,375
-1,300
| -2% | -$69.6K | 1.94% | 29 |
|
|
2013
Q3 | $3.47M | Sell |
55,675
-350
| -0.6% | -$21.8K | 2.94% | 16 |
|
|
2013
Q2 | $3.76M | Buy |
+56,025
| New | +$3.76M | 2.71% | 12 |
|