Stonebridge Financial Group’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$533K	Buy	3,469 +12	+0.3%	+$1.85K	0.05%	147
2025 Q1	$530K	Buy	3,457 +5	+0.1%	+$766	0.06%	142
2024 Q4	$435K	Buy	+3,452	New	+$435K	0.05%	158