Catalina Capital Group’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,777	Closed	-$224K	–	371
2024 Q4	$224K	Buy	1,777 +3	+0.2%	+$378	0.07%	276
2024 Q3	$227K	Buy	+1,774	New	+$227K	0.08%	266