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Beck Capital Management’s Welltower WELL Stock Holding History

Beck Capital 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
2025
Q2 		$5.07M Buy
32,976
+11,934
+57% +$1.83M 1.27% 29
2025
Q1 		$3.22M Buy
21,042
+1,159
+6% +$178K 0.95% 39
2024
Q4 		$2.51M Buy
19,883
+745
+4% +$93.9K 0.67% 52
2024
Q3 		$2.45M Buy
+19,138
New +$2.45M 0.65% 57