Birchbrook’s Welltower WELL Stock Holding History

Birchbrook’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 Q3	$10.5K	Hold
2025 Q2	$9.01K	Buy
2025 Q1	$8.94K	Sell
2024 Q4	$26.2K	Buy
2024 Q3	$7.4K	Buy
2024 Q2	$5.99K	Hold
2024 Q1	$5.34K	Hold
2023 Q4	$5.12K	Buy