Monument Capital Management’s Welltower WELL Stock Holding History

Monument Capital 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
2025 Q3	$520K	Sell
2025 Q2	$502K	Sell
2025 Q1	$528K	Sell
2024 Q4	$494K	Sell
2024 Q3	$518K	Sell
2024 Q2	$460K	Sell
2024 Q1	$436K	Sell
2023 Q4	$439K	Sell
2023 Q3	$421K	Buy