WestEnd Advisors’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21.2M	Sell	137,866 -24,580	-15%	-$3.78M	0.53%	36
2025 Q1	$24.9M	Sell	162,446 -8,240	-5%	-$1.26M	0.66%	34
2024 Q4	$21.5M	Sell	170,686 -6,105	-3%	-$769K	0.55%	38
2024 Q3	$22.6M	Buy	+176,791	New	+$22.6M	0.56%	38