Capital Group Investment Management’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,629	Closed	-$993K	–	181
2024 Q1	$993K	Sell	10,629 -46,492	-81%	-$4.34M	0.18%	136
2023 Q4	$5.15M	Sell	57,121 -80,600	-59%	-$7.27M	0.54%	68
2023 Q3	$11.3M	Sell	137,721 -28,979	-17%	-$2.37M	0.73%	54
2023 Q2	$13.5M	Buy	+166,700	New	+$13.5M	0.67%	66