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Mount Lucas Management’s Welltower WELL Stock Holding History

Mount Lucas Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.69M Sell
11,014
-1,699
-13% -$261K 0.72% 28
2025
Q1 		$1.95M Buy
+12,713
New +$1.95M 0.63% 26