Addison Advisors’s Welltower WELL Stock Holding History

Addison Advisors’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.7K	Buy
2025 Q1	–	Sell
2024 Q4	$1.89K	Buy
2023 Q1	–	Sell
2022 Q4	$393	Hold
2022 Q3	$0	Sell
2022 Q2	$2K	Buy
2022 Q1	$2K	Buy
2021 Q4	$1K	Buy