MUFG Securities Americas’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.12M	Buy	13,768 +2,984	+28%	+$459K	0.18%	110
2025 Q1	$1.65M	Buy	10,784 +2,052	+23%	+$314K	0.19%	105
2024 Q4	$1.1M	Buy	+8,732	New	+$1.1M	0.14%	136