Gold Investment Management’s Welltower WELL Stock Holding History

Gold Investment Management’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	$448K	Hold
2025 Q2	$386K	Sell
2025 Q1	$662K	Sell
2024 Q4	$565K	Sell
2024 Q3	$577K	Sell
2024 Q2	$483K	Sell
2024 Q1	$705K	Sell
2023 Q4	$681K	Buy