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Denali Advisors’s Welltower WELL Stock Holding History

Denali Advisors’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 		$2.21M Sell
14,396
-171
-1% -$26.3K 0.23% 113
2025
Q1 		$2.23M Buy
14,567
+400
+3% +$61.3K 0.25% 117
2024
Q4 		$1.79M Buy
14,167
+3,019
+27% +$380K 0.19% 137
2024
Q3 		$1.43M Buy
+11,148
New +$1.43M 0.15% 149