Loomis, Sayles & Company
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Loomis, Sayles & Company’s Welltower WELL Stock Holding History

Loomis, Sayles & Company’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 		$10.3K Sell
2025
Q2 		$9.38K Sell
2025
Q1 		$59K Sell
2024
Q4 		$74K Buy
2024
Q3 		$12K Buy
2024
Q2 		$0 Buy
2016
Q3 		– Sell
2016
Q2 		$6K Buy
2015
Q4 		– Sell
2015
Q3 		$1.56M Buy