Natural Investments’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
1,343
-430
-24% -$66K 0.05% 240
2025
Q1
$271K Buy
1,773
+132
+8% +$20.2K 0.08% 197
2024
Q4
$206K Buy
+1,641
New +$206K 0.06% 232