Advisors Capital Management’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$219K	Sell	1,421 -33	-2%	-$5.08K	﹤0.01%	489
2025 Q1	$223K	Buy	+1,454	New	+$223K	﹤0.01%	480
2024 Q4	–	Sell	-1,714	Closed	-$220K	–	529
2024 Q3	$220K	Buy	+1,714	New	+$220K	﹤0.01%	473