Circle Wealth Management’s Welltower WELL Stock Holding History

Circle Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$356K	Buy
2019 Q4	–	Sell
2019 Q3	$207K	Buy