Ownership history in Tidemark, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Tidemark, LLC reported a position in WELLTOWER INC (WELL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 6 | — | 0% | 0.00% | $1K | $176.82 |
| 2025 Q2 | REDUCED | 6 | -16 | -72.7% | 0.00% | $922 | $151.92 |
| 2024 Q1 | UNCHANGED | 22 | — | 0% | 0.00% | $2K | $89.98 |
| 2023 Q4 | INITIATED | 22 | — | — | 0.00% | $2K | — |
As of 2025 Q4 — sorted by position size