Belpointe Asset Management’s Welltower WELL Stock Holding History

Belpointe Asset Management’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
2025 Q2	$603K	Buy
2024 Q4	–	Sell
2024 Q3	$5.67K	Buy
2024 Q2	$3.25K	Buy
2023 Q2	–	Sell
2023 Q1	$70.5K	Buy
2022 Q4	$49.4K	Buy