First Foundation Advisors’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-245	Closed	-$25.5K	–	447
2024 Q2	$25.5K	Buy	+245	New	+$25.5K	﹤0.01%	415
2024 Q1	–	Sell	-303	Closed	-$27.3K	–	458
2023 Q4	$27.3K	Buy	+303	New	+$27.3K	﹤0.01%	423