Foundations Investment Advisors’s Welltower WELL Stock Holding History

Foundations Investment Advisors’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$422K	Sell
2025 Q2	$849K	Buy
2025 Q1	$834K	Buy
2024 Q4	$638K	Sell
2024 Q3	$650K	Buy
2024 Q2	$523K	Buy