Pinnacle 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 | $8.21M | Sell |
53,385
-2,092
| -4% | -$322K | 0.12% | 176 |
|
|
2025
Q1 | $8.5M | Sell |
55,477
-735
| -1% | -$113K | 0.12% | 176 |
|
|
2024
Q4 | $7.08M | Sell |
56,212
-5,378
| -9% | -$678K | 0.1% | 197 |
|
|
2024
Q3 | $5.55M | Buy |
61,590
+1,344
| +2% | +$121K | 0.09% | 224 |
|
|
2024
Q2 | $6.28M | Sell |
60,246
-743
| -1% | -$77.5K | 0.1% | 213 |
|
|
2024
Q1 | $5.7M | Sell |
60,989
-601
| -1% | -$56.2K | 0.09% | 231 |
|
|
2023
Q4 | $5.55M | Buy |
61,590
+767
| +1% | +$69.2K | 0.09% | 227 |
|
|
2023
Q3 | $4.98M | Sell |
60,823
-348
| -0.6% | -$28.5K | 0.09% | 225 |
|
|
2023
Q2 | $4.95M | Sell |
61,171
-2,917
| -5% | -$236K | 0.09% | 235 |
|
|
2023
Q1 | $4.59M | Sell |
64,088
-3,741
| -6% | -$268K | 0.09% | 214 |
|
|
2022
Q4 | $4.45M | Sell |
67,829
-10,548
| -13% | -$691K | 0.1% | 212 |
|
|
2022
Q3 | $5.04M | Sell |
78,377
-5,257
| -6% | -$338K | 0.12% | 197 |
|
|
2022
Q2 | $6.89M | Buy |
83,634
+3,540
| +4% | +$292K | 0.15% | 164 |
|
|
2022
Q1 | $7.7M | Buy |
80,094
+677
| +0.9% | +$65.1K | 0.14% | 173 |
|
|
2021
Q4 | $6.81M | Buy |
+79,417
| New | +$6.81M | 0.12% | 193 |
|