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Iconiq Capital’s Welltower WELL Stock Holding History

Iconiq Capital’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$593K Buy
3,860
+1,087
+39% +$167K 0.01% 153
2025
Q1 		$425K Buy
2,773
+216
+8% +$33.1K 0.01% 201
2024
Q4 		$322K Buy
2,557
+838
+49% +$106K 0.01% 222
2024
Q3 		$220K Buy
+1,719
New +$220K ﹤0.01% 185