Signature Estate & Investment Advisors’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$221K	Sell	1,439 -12	-0.8%	-$1.85K	0.01%	532
2025 Q1	$222K	Sell	1,451 -360	-20%	-$55.2K	0.01%	506
2024 Q4	$228K	Buy	1,811 +89	+5%	+$11.2K	0.01%	480
2024 Q3	$220K	Buy	+1,722	New	+$220K	0.01%	482