LRI Investments’s Welltower WELL Stock Holding History

LRI Investments’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 Q2	$717K	Sell
2025 Q1	$719K	Sell
2024 Q4	$624K	Hold
2024 Q3	$666K	Hold
2024 Q2	$516K	Hold
2024 Q1	$463K	Buy