Clark Capital Management Group’s Welltower WELL Stock Holding History

Clark Capital Management Group’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	$211K	Buy
2020 Q1	–	Sell
2019 Q4	$30M	Buy
2019 Q3	$31.2M	Sell
2019 Q2	$31.1M	Buy
2019 Q1	$17.8M	Buy
2013 Q3	–	Sell
2013 Q2	$205K	Buy