Aspect Partners’s Welltower WELL Stock Holding History

Aspect Partners’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	$6.92K	Hold
2025 Q1	$6.89K	Buy
2024 Q4	$5.29K	Hold
2024 Q3	$5.38K	Hold
2024 Q2	$4.38K	Buy
2024 Q1	$1.03K	Sell
2023 Q4	$1.8K	Buy