Northcape Wealth Management’s Welltower WELL Stock Holding History

Northcape Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$338K	Sell
2025 Q2	$299K	Sell
2025 Q1	$318K	Sell
2024 Q4	$264K	Hold
2024 Q3	$268K	Hold
2024 Q2	$218K	Buy
2024 Q1	–	Sell
2023 Q4	$205K	Buy
2022 Q2	–	Sell
2022 Q1	$202K	Buy