Summit Financial’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$893K	Buy	5,811 +1,086	+23%	+$167K	0.02%	431
2025 Q1	$724K	Buy	4,725 +410	+10%	+$62.8K	0.02%	436
2024 Q4	$544K	Buy	4,315 +1,839	+74%	+$232K	0.02%	434
2024 Q3	$317K	Buy	+2,476	New	+$317K	0.01%	451