Capital Group Investment Management’s Welltower WELL Stock Holding History

Capital Group Investment Management’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	$2.48M	Buy
2024 Q2	–	Sell
2024 Q1	$993K	Sell
2023 Q4	$5.15M	Sell
2023 Q3	$11.3M	Sell
2023 Q2	$13.5M	Buy