Smartleaf Asset Management’s Welltower WELL Stock Holding History

Smartleaf Asset Management’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	$771K	Sell
2025 Q1	$891K	Sell
2024 Q4	$730K	Buy
2024 Q3	$629K	Buy
2024 Q2	$370K	Buy
2024 Q1	$269K	Buy
2023 Q4	$200K	Buy