Callan Family Office’s Welltower WELL Stock Holding History

Callan Family Office’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	$5.85M	Buy
2025 Q4	$4.55M	Buy
2025 Q3	$1.57M	Sell
2025 Q2	$1.71M	Buy
2025 Q1	$490K	Sell
2024 Q4	$516K	Buy