Cape Investment Advisory’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$64.9K	Hold	422	–	–	0.02%	328
2025 Q1	$64.7K	Hold	422	–	–	0.03%	307
2024 Q4	$53.2K	Buy	+422	New	+$53.2K	0.02%	328
2024 Q1	–	Sell	-82	Closed	-$7.39K	–	1183
2023 Q4	$7.39K	Buy	+82	New	+$7.39K	﹤0.01%	719