Rothschild Capital Partners’s Welltower WELL Stock Holding History

Rothschild Capital Partners’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	$450K	Hold
2025 Q2	$388K	Hold
2025 Q1	$387K	Hold
2024 Q4	$318K	Buy
2024 Q3	$232K	Buy