Raymond James Financial’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$119M	Buy	774,904 +51,976	+7%	+$7.99M	0.04%	415
2025 Q1	$111M	Buy	722,928 +4,331	+0.6%	+$664K	0.04%	396
2024 Q4	$90.6M	Buy	+718,597	New	+$90.6M	0.03%	477