KOCAA
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Knights of Columbus Asset Advisors’s Welltower WELL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17.8M Buy
115,569
+5,636
+5% +$866K 1.08% 15
2025
Q1
$16.8M Buy
109,933
+44,570
+68% +$6.83M 1.16% 15
2024
Q4
$8.24M Buy
+65,363
New +$8.24M 0.54% 49