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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$388K Hold
2,524
– – 0.1% 51
2025
Q1 		$387K Hold
2,524
– – 0.1% 51
2024
Q4 		$318K Buy
2,524
+710
+39% +$89.5K 0.08% 65
2024
Q3 		$232K Buy
+1,814
New +$232K 0.06% 48