Aptus Capital Advisors’s Welltower WELL Stock Holding History

Aptus Capital Advisors’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	$9.29M	Buy
2025 Q2	$7.51M	Buy
2025 Q1	$6.89M	Buy
2024 Q4	$568K	Buy
2024 Q3	$422K	Buy
2024 Q2	$332K	Buy
2024 Q1	$251K	Buy
2023 Q4	$207K	Buy