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Agate Pass Investment Management’s Welltower WELL Stock Holding History

Agate Pass Investment Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.49M Hold
9,685
– – 0.61% 52
2025
Q1 		$1.48M Buy
9,685
+2,770
+40% +$424K 0.63% 50
2024
Q4 		$871K Buy
+6,915
New +$871K 0.39% 64