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World Investment Advisors’s Welltower WELL Stock Holding History

World Investment Advisors’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$337K Sell
2,195
-205
-9% -$31.5K 0.01% 871
2025
Q1 		$368K Buy
2,400
+164
+7% +$25.1K 0.01% 792
2024
Q4 		$282K Buy
+2,236
New +$282K 0.01% 842