CFO
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Callan Family Office’s Welltower WELL Stock Holding History

Callan Family Office’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 		$1.71M Buy
11,130
+7,930
+248% +$1.22M 0.05% 293
2025
Q1 		$490K Sell
3,200
-895
-22% -$137K 0.04% 323
2024
Q4 		$516K Buy
+4,095
New +$516K 0.03% 361