Roehl & Yi Investment Advisors’s Welltower WELL Stock Holding History

Roehl & Yi Investment Advisors’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
2026 Q1	$539K	Buy
2025 Q4	$496K	Buy
2025 Q3	$302K	Buy
2025 Q2	$257K	Hold
2025 Q1	$256K	Buy
2024 Q4	$201K	Buy