Harbour Trust & Investment Management’s Welltower WELL Stock Holding History

Harbour Trust & 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	$9.73M	Sell
2025 Q2	$8.47M	Buy
2025 Q1	$8.34M	Sell
2024 Q4	$7.02M	Buy
2024 Q3	$7.11M	Sell
2024 Q2	$5.81M	Buy
2024 Q1	$5.05M	Sell
2023 Q4	$5.41M	Buy