Focus Financial Network’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$264K	Buy	1,715 +1	+0.1%	+$154	0.01%	609
2025 Q1	$263K	Sell	1,714 -149	-8%	-$22.8K	0.01%	588
2024 Q4	$235K	Buy	1,863 +206	+12%	+$26K	0.01%	617
2024 Q3	$212K	Buy	+1,657	New	+$212K	0.01%	636