Evergreen Capital Management’s Welltower WELL Stock Holding History

Evergreen Capital Management’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	$785K	Buy
2025 Q2	$588K	Buy
2025 Q1	$552K	Buy
2024 Q4	$436K	Buy
2024 Q3	$417K	Buy
2024 Q2	$338K	Buy
2024 Q1	$247K	Buy
2023 Q4	$236K	Sell
2023 Q3	$222K	Buy
2023 Q2	$201K	Sell
2023 Q1	$237K	Buy