Retirement Planning Group (New York)’s Welltower WELL Stock Holding History

Retirement Planning Group (New York)’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$441K	Buy
2025 Q2	$381K	Hold
2025 Q1	$379K	Hold
2024 Q4	$312K	Buy