Simon Quick Advisors’s Welltower WELL Stock Holding History

Simon Quick 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 Q3	$2.7M	Buy
2025 Q2	$2.32M	Buy
2025 Q1	$427K	Buy
2024 Q4	$277K	Buy
2024 Q3	$252K	Buy
2019 Q2	–	Sell
2019 Q1	$31K	Buy