QFW
WELL icon

QTR Family Wealth’s Welltower WELL Stock Holding History

QTR Family Wealth’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$292K Buy
1,897
+192
+11% +$29.5K 0.18% 125
2025
Q1 		$261K Buy
+1,705
New +$261K 0.2% 127