McAdams Wright Ragen’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$14.5M Buy
2014
Q2
$13.6M Buy
2014
Q1
$11.9M Buy
2013
Q4
$4.98M Buy
2013
Q3
Sell
2013
Q2
$4.84M Buy