Jackson Creek Investment 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
$803K Sell
5,225
-1,093
-17% -$168K 0.22% 194
2025
Q1
$968K Sell
6,318
-351
-5% -$53.8K 0.31% 170
2024
Q4
$840K Sell
6,669
-239
-3% -$30.1K 0.25% 185
2024
Q3
$884K Sell
6,908
-147
-2% -$18.8K 0.26% 181
2024
Q2
$735K Buy
+7,055
New +$735K 0.27% 195