AC
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Apella Capital’s Welltower WELL Stock Holding History

Apella Capital’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$940K Buy
6,093
+4,077
+202% +$629K 0.03% 225
2025
Q1 		$285K Buy
2,016
+112
+6% +$15.8K 0.01% 314
2024
Q4 		$240K Buy
1,904
+21
+1% +$2.65K 0.01% 310
2024
Q3 		$239K Buy
+1,883
New +$239K 0.01% 297