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Cromwell Holdings’s Welltower WELL Stock Holding History

Cromwell Holdings’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 		$274K Hold
1,781
– – 0.17% 126
2025
Q1 		$273K Hold
1,781
– – 0.18% 115
2024
Q4 		$224K Hold
1,781
– – 0.13% 139
2024
Q3 		$228K Hold
1,781
– – 0.15% 136
2024
Q2 		$186K Buy
+1,781
New +$186K 0.11% 163