SP
WELL icon

Stonebrook Private’s Welltower WELL Stock Holding History

Stonebrook Private’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$234K Buy
1,524
+15
+1% +$2.31K 0.05% 175
2025
Q1 		$231K Buy
+1,509
New +$231K 0.06% 171