Florida Financial Advisors’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$418K Buy
2,721
+497
+22% +$76.4K 0.14% 165
2025
Q1
$340K Buy
+2,224
New +$340K 0.13% 153