MAWA
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Moss Adams Wealth Advisors’s Welltower WELL Stock Holding History

Moss Adams Wealth Advisors’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 		$244K Buy
1,585
+261
+20% +$40.1K 0.02% 223
2025
Q1 		$203K Buy
+1,324
New +$203K 0.02% 209