Brown, Lisle/Cummings’s Welltower WELL Stock Holding History

Brown, Lisle/Cummings’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	$34K	Hold
2025 Q3	$32.6K	Hold
2025 Q2	$28.1K	Hold
2025 Q1	$28K	Buy
2024 Q4	$22.1K	Hold
2024 Q3	$22.4K	Buy