Alera Investment Advisors’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$272K	Buy	+2,121	New	+$272K	0.03%	218
2019 Q2	–	Sell	-253	Closed	-$20K	–	1008
2019 Q1	$20K	Buy	253 +46	+22%	+$3.64K	0.01%	302
2018 Q4	$14K	Buy	+207	New	+$14K	0.01%	366