Moneta Group Investment Advisors’s Welltower WELL Stock Holding History

Moneta Group Investment Advisors’s Portfolio WELL Stock Details WELL Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$217K	Buy
2024 Q4	–	Sell
2024 Q3	$227K	Buy
2020 Q1	–	Sell
2019 Q4	$63K	Buy
2019 Q3	$31K	Buy
2018 Q1	–	Sell
2017 Q4	$0	Buy
2015 Q4	–	Sell
2015 Q3	$12K	Buy