J. Safra Asset Management’s Welltower WELL Stock Holding History

J. Safra Asset Management’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$19.6K	Buy
2016 Q4	–	Sell
2016 Q3	$28K	Hold
2016 Q2	$29K	Buy