Keebeck Wealth Management’s Welltower WELL Stock Holding History

Keebeck Wealth 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
2026 Q1	$353K	Buy
2025 Q4	$220K	Buy
2025 Q3	$207K	Buy
2020 Q3	–	Sell
2020 Q2	$43K	Buy
2020 Q1	–	Sell
2019 Q4	$69K	Buy