True North Advisors’s Welltower WELL Stock Holding History

True North Advisors’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$224K	Sell
2025 Q2	$232K	Sell
2025 Q1	$267K	Hold
2024 Q4	$219K	Sell
2024 Q3	$304K	Hold
2024 Q2	$247K	Sell
2024 Q1	$271K	Sell
2023 Q4	$262K	Sell
2023 Q3	$241K	Sell
2023 Q2	$317K	Buy