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 |
|