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Lafayette Investments’s Welltower WELL Stock Holding History

Lafayette Investments’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 		$261K Hold
1,699
– – 0.05% 135
2025
Q1 		$260K Hold
1,699
– – 0.06% 133
2024
Q4 		$214K Hold
1,699
– – 0.05% 140
2024
Q3 		$218K Buy
+1,699
New +$218K 0.05% 137