Institutional Owners for WELL
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
KEEL POINT LLC COM 951 $269,702 2,886 0.00 0.00 -67 -2.27 03-31-2024
CX INSTITUTIONAL COM 952 $269,296 2,882 0.00 0.00 12 0.42 03-31-2024
HBK SORCE ADVISORY LLC COM 953 $268,253 2,871 0.00 0.00 124 4.51 03-31-2024
SUMMIT GLOBAL INVESTMENTS COM 954 $268,000 2,868 0.02 0.02 -1,198 -29.46 03-31-2024
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