LaSalle St. Investment Advisors’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Sell
2,082
-35
-2% -$5.38K 0.09% 216
2025
Q1
$324K Buy
2,117
+17
+0.8% +$2.6K 0.08% 210
2024
Q4
$264K Sell
2,100
-117
-5% -$14.7K 0.08% 216
2024
Q3
$283K Sell
2,217
-19
-0.8% -$2.43K 0.11% 151
2024
Q2
$233K Buy
+2,236
New +$233K 0.12% 142