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Cary Street Partners’s Welltower WELL Stock Holding History

Cary Street Partners’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 		$79.6K Buy
518
+7
+1% +$1.08K ﹤0.01% 847
2025
Q1 		$78.3K Sell
511
-828
-62% -$127K ﹤0.01% 816
2024
Q4 		$169K Buy
+1,339
New +$169K 0.01% 752