TownSquare 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
Sell
-8,917
Closed -$1.37M 1596
2025
Q1
$1.37M Buy
8,917
+2,275
+34% +$349K 0.01% 724
2024
Q4
$837K Buy
6,642
+1,196
+22% +$151K 0.01% 834
2024
Q3
$697K Buy
5,446
+2,298
+73% +$294K 0.01% 836
2024
Q2
$328K Buy
3,148
+431
+16% +$44.9K ﹤0.01% 1034
2024
Q1
$254K Buy
2,717
+307
+13% +$28.7K ﹤0.01% 1054
2023
Q4
$217K Buy
+2,410
New +$217K ﹤0.01% 1031