Ascent Group’s Welltower WELL Stock Holding History

Ascent Group’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 Q2	$3.39M	Sell
2025 Q1	$4.01M	Buy
2022 Q1	–	Sell
2021 Q4	$4.88M	Buy