Robertson Stephens Wealth Management’s Welltower WELL Stock Holding History

Robertson Stephens Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
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