Virtus Investment Advisers’s Welltower WELL Stock Holding History

Virtus Investment Advisers’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 Q2	$1.45M	Sell
2025 Q1	$1.59M	Buy
2024 Q4	$98.9K	Buy
2018 Q1	–	Sell
2017 Q4	$479K	Sell
2017 Q3	$551K	Sell
2017 Q2	$662K	Buy
2016 Q4	–	Sell
2016 Q3	$6.79M	Buy