Capital Group Private Client Services’s Welltower WELL Stock Holding History

Capital Group Private Client Services’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$57M	Buy
2025 Q1	$56.6M	Buy
2024 Q4	$38.2M	Buy
2024 Q3	$22M	Buy
2024 Q2	$7.69M	Buy
2024 Q1	$3.88M	Buy
2023 Q4	$3.06M	Sell
2023 Q3	$2.89M	Sell
2023 Q2	$2.93M	Buy