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Brasada Capital Management’s Welltower WELL Stock Holding History

Brasada 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 		$6.28M Buy
41,115
+3,188
+8% +$487K 1.07% 29
2025
Q1 		$5.18M Buy
37,927
+393
+1% +$53.6K 1.03% 29
2024
Q4 		$4.72M Buy
+37,534
New +$4.72M 0.82% 36