Halbert Hargrove Global Advisors’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3
Closed -$460 662
2025
Q1
$460 Buy
+3
New +$460 ﹤0.01% 502