Sivia Capital Partners’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Buy
1,910
+127
+7% +$19.5K 0.09% 291
2025
Q1
$273K Buy
1,783
+73
+4% +$11.2K 0.13% 181
2024
Q4
$215K Hold
1,710
0.11% 165
2024
Q3
$219K Buy
+1,710
New +$219K 0.13% 173