Northeast Investment Management’s Welltower WELL Stock Holding History

Northeast Investment Management’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.3M	Buy
2020 Q1	–	Sell
2019 Q4	$1.08M	Buy
2019 Q3	$973K	Buy
2019 Q2	$637K	Buy
2019 Q1	$261K	Buy
2018 Q4	$204K	Buy