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Capital Square’s Welltower WELL Stock Holding History

Capital Square’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 		$1.26M Buy
8,102
+556
+7% +$86.3K 0.67% 45
2025
Q1 		$1.16M Buy
7,546
+951
+14% +$146K 0.68% 40
2024
Q4 		$902K Buy
6,595
+1,959
+42% +$268K 0.51% 63
2024
Q3 		$594K Buy
+4,636
New +$594K 0.36% 84