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CBIZ Investment Advisory Services’s Welltower WELL Stock Holding History

CBIZ Investment Advisory Services’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 		$32.7K Buy
213
+201
+1,675% +$30.9K ﹤0.01% 177
2025
Q1 		$1.84K Buy
+12
New +$1.84K ﹤0.01% 486