PCM
WELL icon

Palisade Capital Management’s Welltower WELL Stock Holding History

Palisade Capital Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-20,718
Closed -$1.69M – 447
2019
Q4 		$1.69M Sell
20,718
-211
-1% -$18.1K 0.05% 304
2019
Q3 		$1.9M Sell
20,929
-28,079
-57% -$2.44M 0.06% 293
2019
Q2 		$4M Buy
49,008
+11,559
+31% +$909K 0.12% 213
2019
Q1 		$2.91M Buy
+37,449
New +$2.81M 0.1% 254
2014
Q4 		– Sell
-33,490
Closed -$2.09M – 502
2014
Q3 		$2.09M Buy
33,490
+14,924
+80% +$962K 0.05% 336
2014
Q2 		$1.16M Buy
+18,566
New +$1.17M 0.03% 356
2013
Q3 		– Sell
-46,840
Closed -$3.14M – 459
2013
Q2 		$3.14M Buy
+46,840
New +$3.33M 0.09% 278

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