MC
WELL icon

Middleton & Co’s Welltower WELL Stock Holding History

Middleton & Co’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 		$261K Hold
1,700
– – 0.03% 141
2025
Q1 		$260K Hold
1,700
– – 0.03% 140
2024
Q4 		$214K Hold
1,700
– – 0.02% 152
2024
Q3 		$218K Buy
+1,700
New +$218K 0.02% 162