4WM
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44 Wealth Management’s Welltower WELL Stock Holding History

44 Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$541K Sell
2,383
-120
-5% -$25.4K 0.18% 130
2026
Q1 		$495K Sell
2,503
-54
-2% -$10.7K 0.17% 144
2025
Q4 		$475K Buy
2,557
+43
+2% +$8.03K 0.16% 148
2025
Q3 		$448K Sell
2,514
-13
-0.5% -$2.14K 0.15% 149
2025
Q2 		$388K Buy
2,527
+104
+4% +$15.5K 0.14% 153
2025
Q1 		$371K Sell
2,423
-105
-4% -$15K 0.14% 151
2024
Q4 		$319K Sell
2,528
-209
-8% -$27.4K 0.12% 159
2024
Q3 		$361K Buy
+2,737
New +$319K 0.13% 154

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

44 Wealth Management's WELL Position: Q2 2026 in Review

44 Wealth Management reduced its Welltower (WELL) stake by 4.8% in Q2 2026, selling an estimated $25.4K and leaving 2,383 shares worth $541K. The position accounts for 0.18% of the portfolio, ranked #130.

44 Wealth Management first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • 44 Wealth Management held 2,383 shares of Welltower worth $541K as of Q2 2026.
  • 44 Wealth Management sold 120 Welltower shares in Q2 2026, an estimated $25.4K.
  • Welltower made up 0.18% of 44 Wealth Management's portfolio in Q2 2026, its #130 holding.
  • 44 Wealth Management first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.