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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$303K	Hold
2025 Q2	$261K	Hold
2025 Q1	$260K	Hold
2024 Q4	$214K	Hold
2024 Q3	$218K	Buy