IBEX Wealth Advisors’s Welltower WELL Stock Holding History

IBEX Wealth Advisors’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 Q2	$908K	Buy
2025 Q1	–	Sell
2024 Q4	$705K	Buy
2024 Q3	–	Sell
2024 Q2	$558K	Buy
2024 Q1	–	Sell
2023 Q4	$495	Sell
2023 Q3	$464K	Buy
2019 Q3	–	Sell
2019 Q2	$109K	Buy
2017 Q1	–	Sell
2016 Q4	$7K	Buy