Gladstone Institutional Advisory’s Welltower WELL Stock Holding History

Gladstone Institutional Advisory’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 Q3	$3.89M	Buy
2025 Q2	$2.44M	Buy
2019 Q4	–	Sell
2019 Q3	$252K	Sell
2019 Q2	$240K	Buy