Wilmington Savings Fund Society’s Welltower WELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$444K Buy
2,890
+143
+5% +$22K 0.01% 610
2025
Q1
$421K Sell
2,747
-27
-1% -$4.14K 0.01% 615
2024
Q4
$350K Buy
2,774
+143
+5% +$18K 0.01% 671
2024
Q3
$337K Buy
+2,631
New +$337K 0.01% 667