Baker Avenue Asset Management’s Welltower WELL Stock Holding History

Baker Avenue Asset Management’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$201K	Buy
2023 Q4	–	Sell
2023 Q3	$573	Buy
2023 Q2	$404	Sell
2023 Q1	$717	Buy
2022 Q4	$328	Buy