Tuttle Capital Management’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$813K Hold
4,112
1.34% 15
2025
Q4
$763K Sell
4,112
-857
-17% -$160K 1.69% 25
2025
Q3
$885K Hold
4,969
3.35% 1
2025
Q2
$764K Buy
4,969
+648
+15% +$96.8K 3.16% 3
2025
Q1
$662K Buy
4,321
+1,128
+35% +$161K 2.91% 1
2024
Q4
$402K Buy
3,193
+824
+35% +$108K 2.07% 23
2024
Q3
$303K Buy
2,369
+309
+15% +$36.1K 1.65% 39
2024
Q2
$214K Buy
+2,060
New +$202K 1.28% 43
2019
Q4
Sell
-2,509
Closed -$225K 247
2019
Q3
$225K Sell
2,509
-10,642
-81% -$926K 0.06% 230
2019
Q2
$1.07M Sell
13,151
-23,234
-64% -$1.83M 0.42% 60
2019
Q1
$2.82M Buy
+36,385
New +$2.73M 0.57% 57

Other funds holding WELL