Strategic Investment Advisors’s Welltower WELL Stock Holding History

Strategic Investment Advisors’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 Q3	$527K	Sell
2025 Q2	$478K	Buy
2025 Q1	$434K	Buy
2020 Q1	–	Sell
2019 Q4	$301K	Buy
2019 Q3	$324K	Buy
2019 Q2	$271K	Buy
2019 Q1	$252K	Buy
2018 Q4	$214K	Buy