Gallagher Fiduciary Advisors’s Welltower WELL Stock Holding History

Gallagher Fiduciary 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	$1.35M	Sell
2025 Q1	$1.45M	Buy
2024 Q4	$1.18M	Buy
2024 Q3	$1.14M	Sell
2024 Q2	$973K	Buy
2024 Q1	$766K	Buy
2023 Q4	$711K	Sell
2023 Q3	$689K	Sell
2023 Q2	$707K	Sell
2023 Q1	$718K	Buy