Sage Mountain Advisors’s Welltower WELL Stock Holding History

Sage Mountain Advisors’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 Q2	$691K	Buy
2025 Q1	$680K	Buy
2024 Q4	$490K	Buy
2024 Q3	$482K	Sell
2024 Q2	$404K	Buy
2024 Q1	$249K	Buy
2023 Q4	$229K	Buy
2023 Q3	$205K	Sell
2023 Q2	$215K	Buy