Institutional Owners for WELL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PREMIER PATH WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,694 | +Inf | 03-31-2024 | |
| MOORS & CABOT INC | COM | 852 | $344,980 | 3,692 | 0.00 | 0.00 | -75 | -1.99 | 03-31-2024 |
| NAUSET WEALTH MANAGEMENT LLC | COM | 853 | $353,000 | 3,672 | 0.28 | 3,672 | +Inf | 03-31-2022 | |
| WHITTIER TRUST CO | REIT'S | 854 | $341,612 | 3,656 | 0.00 | 0.00 | -2 | -0.05 | 03-31-2024 |
