MDSL
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M.D. Sass LLC’s Welltower WELL Stock Holding History

M.D. Sass LLC’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$65.3M Buy
424,588
+2,588
+0.6% +$398K 5.25% 7
2025
Q1 		$64.7M Buy
422,000
+35,054
+9% +$5.37M 5.69% 4
2024
Q4 		$48.8M Buy
+386,946
New +$48.8M 3.67% 18