Broadwater Capital’s Welltower WELL Stock Holding History

Broadwater Capital’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$37.1K	Hold
2025 Q3	$35.6K	Sell
2025 Q2	$30.7M	Buy
2025 Q1	$30.6K	Hold
2024 Q4	$25.2K	Hold
2024 Q3	$25.6K	Hold
2024 Q2	$20.9K	Hold
2024 Q1	$18.7K	Hold
2023 Q4	$18K	Buy