LSA

L & S Advisors’s Welltower WELL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-23,026	Closed	-$3.53M	–	367
2025 Q1	$3.53M	Buy	+23,026	New	+$3.53M	0.44%	67
2023 Q4	–	Sell	-20,477	Closed	-$1.68M	–	363
2023 Q3	$1.68M	Buy	+20,477	New	+$1.68M	0.24%	107