Institutional Owners for WELL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BOLLARD GROUP LLC | RE | 1151 | $67,000 | 929 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| ROSENBERG MATTHEW HAMILTON | REIT | 1152 | $75,530 | 922 | 0.00 | 0.00 | 13 | 1.43 | 09-30-2023 |
| OPTIMUM INVESTMENT ADVISORS | COM | 1153 | $85,122 | 911 | 0.00 | 0.00 | 1 | 0.11 | 03-31-2024 |
| CWS FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 892 | +Inf | 12-31-2023 |
