Stokes Family Office’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,387	Closed	-$553K	–	257
2024 Q4	$553K	Buy	+4,387	New	+$553K	0.06%	150
2023 Q4	–	Sell	-8,894	Closed	-$729K	–	344
2023 Q3	$729K	Buy	+8,894	New	+$729K	0.09%	151