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Corient IA’s Welltower WELL Stock Holding History

Corient IA’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 		$384K Hold
2,500
– – 0.23% 176
2025
Q1 		$383K Buy
+2,500
New +$383K 0.27% 151