Alteri Wealth’s Welltower WELL Stock Holding History

Alteri Wealth’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$971K	Sell
2025 Q2	$887K	Sell
2025 Q1	$1.06M	Sell
2024 Q4	$904K	Buy