Peapack-Gladstone Financial Corp’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.95M | Sell |
39,432
-1,637
| -4% | -$346K | 0.1% | 182 |
|
|
2026
Q1 | $8.12M | Sell |
41,069
-1,196
| -3% | -$236K | 0.1% | 178 |
|
|
2025
Q4 | $7.84M | Sell |
42,265
-1,698
| -4% | -$317K | 0.1% | 187 |
|
|
2025
Q3 | $7.83M | Buy |
43,963
+738
| +2% | +$121K | 0.1% | 180 |
|
|
2025
Q2 | $6.64M | Sell |
43,225
-1,338
| -3% | -$200K | 0.09% | 193 |
|
|
2025
Q1 | $6.83M | Sell |
44,563
-1,494
| -3% | -$213K | 0.1% | 184 |
|
|
2024
Q4 | $5.8M | Sell |
46,057
-1,141
| -2% | -$150K | 0.08% | 198 |
|
|
2024
Q3 | $6.04M | Sell |
47,198
-102
| -0.2% | -$11.9K | 0.09% | 201 |
|
|
2024
Q2 | $4.93M | Buy |
47,300
+936
| +2% | +$91.7K | 0.08% | 215 |
|
|
2024
Q1 | $4.33M | Sell |
46,364
-225
| -0.5% | -$20.4K | 0.07% | 229 |
|
|
2023
Q4 | $4.2M | Sell |
46,589
-1,147
| -2% | -$99.5K | 0.07% | 223 |
|
|
2023
Q3 | $3.91M | Buy |
47,736
+418
| +0.9% | +$34.4K | 0.07% | 223 |
|
|
2023
Q2 | $3.83M | Sell |
47,318
-252
| -0.5% | -$19.4K | 0.07% | 231 |
|
|
2023
Q1 | $3.41M | Sell |
47,570
-667
| -1% | -$48.4K | 0.06% | 246 |
|
|
2022
Q4 | $3.16M | Sell |
48,237
-812
| -2% | -$52.2K | 0.06% | 252 |
|
|
2022
Q3 | $3.15M | Buy |
49,049
+5,054
| +11% | +$395K | 0.06% | 238 |
|
|
2022
Q2 | $3.62M | Sell |
43,995
-1,223
| -3% | -$109K | 0.08% | 208 |
|
|
2022
Q1 | $4.35M | Sell |
45,218
-745
| -2% | -$64.7K | 0.09% | 201 |
|
|
2021
Q4 | $3.94M | Sell |
45,963
-72
| -0.2% | -$6K | 0.07% | 216 |
|
|
2021
Q3 | $3.79M | Sell |
46,035
-1,816
| -4% | -$156K | 0.08% | 208 |
|
|
2021
Q2 | $3.98M | Sell |
47,851
-1,166
| -2% | -$89.3K | 0.1% | 186 |
|
|
2021
Q1 | $3.51M | Sell |
49,017
-655
| -1% | -$44K | 0.09% | 183 |
|
|
2020
Q4 | $3.21M | Sell |
49,672
-1,867
| -4% | -$113K | 0.1% | 169 |
|
|
2020
Q3 | $2.84M | Buy |
51,539
+281
| +0.5% | +$15.4K | 0.1% | 161 |
|
|
2020
Q2 | $2.65M | Buy |
51,258
+424
| +0.8% | +$20.8K | 0.11% | 156 |
|
|
2020
Q1 | $2.33M | Buy |
50,834
+40,170
| +377% | +$2.96M | 0.11% | 150 |
|
|
2019
Q4 | $872K | Buy |
10,664
+295
| +3% | +$25.3K | 0.04% | 207 |
|
|
2019
Q3 | $940K | Buy |
10,369
+360
| +4% | +$31.3K | 0.04% | 200 |
|
|
2019
Q2 | $816K | Hold |
10,009
| – | – | 0.04% | 217 |
|
|
2019
Q1 | $777K | Sell |
10,009
-87
| -0.9% | -$6.53K | 0.04% | 209 |
|
|
2018
Q4 | $701K | Buy |
10,096
+87
| +0.9% | +$5.92K | 0.04% | 207 |
|
|
2018
Q3 | $644K | Hold |
10,009
| – | – | 0.03% | 222 |
|
|
2018
Q2 | $628K | Buy |
10,009
+2,550
| +34% | +$142K | 0.03% | 213 |
|
|
2018
Q1 | $406K | Buy |
7,459
+1,730
| +30% | +$97.7K | 0.02% | 249 |
|
|
2017
Q4 | $365K | Buy |
+5,729
| New | +$385K | 0.02% | 263 |
|
Other funds holding WELL
Peapack-Gladstone Financial Corp's WELL Position: Q2 2026 in Review
Peapack-Gladstone Financial Corp reduced its Welltower (WELL) stake by 4% in Q2 2026, selling an estimated $346K and leaving 39,432 shares worth $8.95M. The position accounts for 0.1% of the portfolio, ranked #182.
Peapack-Gladstone Financial Corp first reported a position in WELL in Q4 2017 and has held it in 35 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Peapack-Gladstone Financial Corp held 39,432 shares of Welltower worth $8.95M as of Q2 2026.
- Peapack-Gladstone Financial Corp sold 1,637 Welltower shares in Q2 2026, an estimated $346K.
- Welltower made up 0.1% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #182 holding.
- Peapack-Gladstone Financial Corp first reported a position in Welltower in Q4 2017 and has held it in 35 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.