NorthRock Partners’s Welltower WELL Stock Holding History

NorthRock Partners’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	$1.44M	Buy
2025 Q2	$1.06M	Buy
2025 Q1	$882K	Buy
2024 Q4	$675K	Sell
2024 Q3	$748K	Buy
2024 Q2	$595K	Sell
2024 Q1	$538K	Buy
2023 Q4	$508K	Buy
2020 Q1	–	Sell
2019 Q4	$372K	Buy