Ballast Inc’s Welltower WELL Stock Holding History

Ballast Inc’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
2026 Q2	$225K	Buy	+992	New	+$210K	0.04%	148
2020 Q1	–	Sell	-2,885	Closed	-$235K	–	100
2019 Q4	$235K	Sell	2,885 -380	-12%	-$32.5K	0.13%	97
2019 Q3	$295K	Buy	3,265 +60	+2%	+$5.22K	0.18%	79
2019 Q2	$261K	Hold	3,205	–	–	0.16%	83
2019 Q1	$248K	Sell	3,205 -110	-3%	-$8.25K	0.16%	83
2018 Q4	$230K	Sell	3,315 -724	-18%	-$49.3K	0.18%	74
2018 Q3	$260K	Buy	4,039 +400	+11%	+$25.8K	0.18%	81
2018 Q2	$228K	Buy	+3,639	New	+$203K	0.18%	78

Other funds holding WELL

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return