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Advisory Research’s Welltower WELL Stock Holding History

Advisory Research’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,171
Closed -$70K – 674
2014
Q1 		$70K Buy
+1,171
New +$70K ﹤0.01% 533