Lokken Investment Group’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$255K	Sell	1,661 -4	-0.2%	-$615	0.1%	113
2025 Q1	$255K	Buy	1,665 +10	+0.6%	+$1.53K	0.11%	113
2024 Q4	$209K	Buy	1,655 +1	+0.1%	+$126	0.09%	130
2024 Q3	$212K	Buy	+1,654	New	+$212K	0.09%	145