Plato Investment 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	$673K	Buy	4,392 +5	+0.1%	+$766	0.05%	310
2025 Q1	$679K	Buy	4,387 +1,312	+43%	+$203K	0.06%	295
2024 Q4	$389K	Hold	3,075	–	–	0.03%	363
2024 Q3	$393K	Buy	+3,075	New	+$393K	0.03%	331