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