Peak Planning Group’s Welltower WELL Stock Holding History

Peak Planning Group’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	$700K	Sell
2025 Q4	$661K	Buy
2025 Q3	$633K	Buy
2024 Q4	$446K	Buy
2024 Q2	$367K	Buy