Institutional Owners for WELL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| KOSS-OLINGER CONSULTING LLC | COM | Liquidated | $0 | 0 | 0.05 | 0.08 | -686 | -13.68 | 12-31-2023 |
| LIFEPLAN FINANCIAL LLC | COM | 802 | $387,911 | 4,302 | 0.00 | 4,302 | +Inf | 12-31-2023 | |
| CARMEL CAPITAL PARTNERS LLC | COM | 803 | $401,044 | 4,292 | 0.00 | 0.00 | 947 | 28.31 | 03-31-2024 |
| HGI CAPITAL MANAGEMENT LLC | COM | 804 | $398,895 | 4,269 | 0.00 | 0.00 | -386 | -8.29 | 03-31-2024 |
