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SummitTX Capital’s Welltower WELL Stock Holding History

SummitTX Capital’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 		$3.71M Buy
24,136
+22,586
+1,457% +$3.47M 0.16% 156
2025
Q1 		$237K Buy
+1,550
New +$237K 0.01% 698