Gillson Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.6M | Buy |
250,955
+94,654
| +61% | +$14.6M | 2.95% | 6 |
|
|
2025
Q1 | $23.9M | Buy |
156,301
+109,286
| +232% | +$16.7M | 2.04% | 18 |
|
|
2024
Q4 | $5.93M | Buy |
+47,015
| New | +$5.93M | 0.53% | 54 |
|
|
2024
Q2 | – | Sell |
-88,500
| Closed | -$8.27M | – | 74 |
|
|
2024
Q1 | $8.27M | Buy |
+88,500
| New | +$8.27M | 0.79% | 43 |
|
|
2022
Q2 | – | Sell |
-73,500
| Closed | -$7.07M | – | 244 |
|
|
2022
Q1 | $7.07M | Buy |
+73,500
| New | +$7.07M | 0.56% | 58 |
|