Sit Investment Associates’s Welltower WELL Stock Holding History

Sit Investment Associates’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	$158K	Hold
2025 Q2	$136K	Sell
2025 Q1	$152K	Hold
2024 Q4	$125K	Sell
2024 Q3	$154K	Sell
2024 Q2	$213K	Sell
2024 Q1	$205K	Buy
2017 Q4	–	Sell
2017 Q3	$3K	Hold
2017 Q2	$4K	Buy