Institutional Owners for WELL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GOOD LIFE ADVISORS LLC | COM | 751 | $455,228 | 5,048 | 0.00 | 0.00 | 60 | 1.20 | 12-31-2023 |
| STRATOS WEALTH PARTNERS LTD | COM | 752 | $471,673 | 5,047 | 0.00 | 0.00 | 19 | 0.38 | 03-31-2024 |
| IHT WEALTH MANAGEMENT LLC | COM | 753 | $471,057 | 5,041 | 0.00 | 0.00 | -56 | -1.10 | 03-31-2024 |
| LRI INVESTMENTS LLC | REIT | 754 | $492,725 | 4,953 | 0.00 | 4,953 | +Inf | 03-31-2024 |
