Lokken Investment Group’s Welltower WELL Stock Holding History

Lokken Investment Group’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$296K	Hold
2025 Q2	$255K	Sell
2025 Q1	$255K	Buy
2024 Q4	$209K	Buy
2024 Q3	$212K	Buy