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KCM Investment Advisors’s Welltower WELL Stock Holding History

KCM Investment Advisors’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 		$224K Hold
1,455
– – 0.01% 356
2025
Q1 		$223K Buy
+1,455
New +$223K 0.01% 341