CFM

Catalyst Funds Management’s Welltower WELL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5M	Buy	32,500 +11,400	+54%	+$1.75M	1.38%	9
2025 Q1	$3.23M	Buy	+21,100	New	+$3.23M	0.85%	20
2024 Q4	–	Sell	-12,000	Closed	-$1.54M	–	1273
2024 Q3	$1.54M	Buy	+12,000	New	+$1.54M	0.34%	54