Foundations Investment 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	$849K	Buy	5,523 +77	+1%	+$11.8K	0.01%	468
2025 Q1	$834K	Buy	5,446 +381	+8%	+$58.4K	0.02%	445
2024 Q4	$638K	Sell	5,065 -9	-0.2%	-$1.13K	0.01%	489
2024 Q3	$650K	Buy	5,074 +62	+1%	+$7.94K	0.01%	453
2024 Q2	$523K	Buy	+5,012	New	+$523K	0.01%	483