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Triasima Portfolio Management’s Welltower WELL Stock Holding History

Triasima Portfolio Management’s Portfolio WELL Stock Details WELL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.53M Buy
42,449
+5,341
+14% +$821K 1.19% 25
2025
Q1 		$5.69M Buy
37,108
+25,108
+209% +$3.85M 1.12% 28
2024
Q4 		$1.51M Buy
+12,000
New +$1.51M 0.29% 94