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Round Table Investment Management’s Welltower WELL Stock Holding History

Round Table Investment Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-18,674
Closed -$1M – 66
2013
Q4 		$1M Buy
+18,674
New +$1M 0.11% 29