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Aureus Asset Management’s Welltower WELL Stock Holding History

Aureus Asset Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$325K Hold
2,116
– – 0.02% 163
2025
Q1 		$324K Hold
2,116
– – 0.02% 157
2024
Q4 		$267K Buy
+2,116
New +$267K 0.02% 172