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Cidel Asset Management’s Welltower WELL Stock Holding History

Cidel Asset Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$210K Sell
1,366
-133
-9% -$20.4K 0.01% 335
2025
Q1 		$230K Sell
1,499
-154
-9% -$23.6K 0.02% 296
2024
Q4 		$208K Sell
1,653
-98
-6% -$12.4K 0.01% 321
2024
Q3 		$224K Buy
+1,751
New +$224K 0.02% 312