Gladstone Institutional Advisory’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.44M	Buy	+15,897	New	+$2.44M	0.1%	210
2019 Q4	–	Sell	-2,782	Closed	-$252K	–	293
2019 Q3	$252K	Sell	2,782 -168	-6%	-$15.2K	0.06%	233
2019 Q2	$240K	Buy	+2,950	New	+$240K	0.07%	229