Principal Securities’s Welltower WELL Stock Holding History

Principal Securities’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
2025 Q3	$1.93M	Buy
2025 Q2	$1.58M	Buy
2025 Q1	$622K	Buy
2024 Q4	$599K	Buy
2024 Q3	$567K	Buy
2024 Q2	$410K	Sell
2024 Q1	$387K	Buy
2023 Q4	$362K	Buy