Patton Fund Management’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.36M	Sell	21,846 -17,865	-45%	-$2.75M	0.74%	26
2025 Q1	$6.08M	Sell	39,711 -11,691	-23%	-$1.79M	1.47%	12
2024 Q4	$6.48M	Buy	+51,402	New	+$6.48M	1.27%	22