American Capital Advisory’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2K	Buy	13 +3	+30%	+$461	﹤0.01%	409
2025 Q1	$1.53K	Buy	+10	New	+$1.53K	﹤0.01%	400