Drake & Associates’s Welltower WELL Stock Holding History

Drake & Associates’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.04M	Sell
2025 Q2	$2.96M	Buy
2025 Q1	$2.02M	Buy
2024 Q4	$1.51M	Buy
2024 Q3	$636K	Sell
2024 Q2	$546K	Buy
2024 Q1	$462K	Sell
2023 Q4	$446K	Buy