NAAA
WELL icon

New Age Alpha Advisors’s Welltower WELL Stock Holding History

New Age Alpha Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$15.4M Buy
100,173
+12,624
+14% +$1.94M 0.68% 17
2025
Q1 		$13.4M Sell
87,549
-31,667
-27% -$4.85M 0.6% 19
2024
Q4 		$15M Buy
+119,216
New +$15M 0.61% 24