Merit Financial Group’s Welltower WELL Stock Holding History

Merit Financial 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	$5.28M	Buy
2025 Q2	$4.28M	Buy
2025 Q1	$3.87M	Buy
2024 Q4	$3.09M	Buy
2024 Q3	$2.57M	Sell
2024 Q2	$3.12M	Buy
2024 Q1	$2.86M	Buy
2023 Q4	$321K	Buy
2023 Q3	$288K	Buy
2023 Q2	$222K	Buy