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Beach Investment Management’s Welltower WELL Stock Holding History

Beach Investment Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-10,310
Closed -$780K – 55
2014
Q4 		$780K Buy
+10,310
New +$780K 1.1% 41