Great Diamond Partners’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.62M	Buy	17,019 +1,953	+13%	+$300K	0.55%	47
2025 Q1	$2.31M	Buy	15,066 +10,894	+261%	+$1.67M	0.63%	45
2024 Q4	$526K	Buy	+4,172	New	+$526K	0.14%	114