Carmel Capital Partners’s Welltower WELL Stock Holding History

Carmel Capital Partners’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 Q3	–	Sell
2025 Q2	$402K	Sell
2025 Q1	$684K	Sell
2024 Q4	$572K	Buy
2024 Q3	$574K	Buy
2024 Q2	$455K	Buy
2024 Q1	$401K	Buy
2023 Q4	$350K	Buy
2023 Q3	$274K	Buy
2023 Q2	$152K	Buy
2023 Q1	$125K	Buy