Institutional Owners for WELL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CVA FAMILY OFFICE LLC | COM | 1201 | $50,044 | 555 | 0.00 | 555 | +Inf | 12-31-2023 | |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1202 | $46,000 | 549 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2021 |
| SUTTON WEALTH ADVISORS INC | REIT | 1203 | $44,728 | 546 | 0.00 | 0.00 | 21 | 4.00 | 09-30-2023 |
| TURTLE CREEK WEALTH ADVISORS LLC | REIT | 1204 | $49,143 | 545 | 0.00 | 545 | +Inf | 12-31-2023 |
