Messner & Smith Theme Value Investment Management’s Welltower WELL Stock Holding History

Messner & Smith Theme Value Investment Management’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
2018 Q1	–	Sell
2017 Q4	$489K	Sell
2017 Q3	$597K	Buy
2017 Q2	$595K	Hold
2017 Q1	$563K	Buy
2016 Q4	$479K	Hold
2016 Q3	$535K	Hold
2016 Q2	$545K	Hold
2016 Q1	$496K	Buy