Robertson Stephens Wealth Management’s Welltower WELL Stock Holding History

Robertson Stephens Wealth Management’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 Q2	$212K	Sell
2025 Q1	$219K	Buy
2021 Q4	–	Sell
2021 Q3	$281K	Sell
2021 Q2	$336K	Buy
2021 Q1	$265K	Buy
2020 Q4	$234K	Sell
2020 Q3	$210K	Sell
2020 Q2	$235K	Buy