Prosperity Financial Group’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$296K	Buy	1,925 +1	+0.1%	+$154	0.13%	124
2025 Q1	$295K	Buy	1,924 +5	+0.3%	+$766	0.15%	124
2024 Q4	$242K	Buy	1,919 +2	+0.1%	+$252	0.12%	137
2024 Q3	$245K	Buy	+1,917	New	+$245K	0.14%	131