Independent Financial Group’s Welltower WELL Stock Holding History

Independent Financial Group’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
2026 Q1	$2.52M	Buy
2025 Q4	$2.14M	Buy
2025 Q3	$1.69M	Sell
2025 Q2	$1.57M	Buy