Catalyst Financial Partners’s Welltower WELL Stock Holding History

Catalyst Financial 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	$375K	Buy
2025 Q2	$306K	Buy
2025 Q1	$284K	Buy
2024 Q4	$224K	Buy
2024 Q3	$216K	Buy