Frank Rimerman Advisors’s Welltower WELL Stock Holding History

Frank Rimerman Advisors’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.49M	Sell
2025 Q1	$1.57M	Buy
2024 Q4	$1.21M	Buy
2024 Q3	$1.23M	Buy
2024 Q2	$994K	Buy
2024 Q1	$3.27K	Hold
2023 Q4	$3.16K	Buy