Kestra Private Wealth Services’s Welltower WELL Stock Holding History

Kestra Private Wealth Services’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	$5.89M	Buy
2025 Q2	$5.08M	Buy
2025 Q1	$4.42M	Buy
2024 Q4	$3.27M	Buy
2024 Q3	$3.23M	Sell
2024 Q2	$2.8M	Buy
2024 Q1	$1.95M	Buy
2023 Q4	–	Sell
2023 Q3	$361K	Buy
2020 Q4	–	Sell
2020 Q3	$434K	Buy