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Aberdeen Wealth Management’s Welltower WELL Stock Holding History

Aberdeen 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 		$306K Hold
1,350
– – 0.15% 99
2026
Q1 		$267K Hold
1,350
– – 0.12% 134
2025
Q4 		$251K Hold
1,350
– – 0.12% 135
2025
Q3 		$240K Hold
1,350
– – 0.15% 133
2025
Q2 		$208K Hold
1,350
– – 0.14% 139
2025
Q1 		$207K Buy
+1,350
New +$192K 0.14% 141
2024
Q4 		– Sell
-1,650
Closed -$211K – 171
2024
Q3 		$211K Buy
+1,650
New +$193K 0.14% 143

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

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

Aberdeen Wealth Management held its Welltower (WELL) position steady in Q2 2026 at 1,350 shares worth $306K. The position accounts for 0.15% of the portfolio, ranked #99.

Aberdeen Wealth Management first reported a position in WELL in Q3 2024 and has held it in 7 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Aberdeen Wealth Management held 1,350 shares of Welltower worth $306K as of Q2 2026.
  • Aberdeen Wealth Management left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.15% of Aberdeen Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Aberdeen Wealth Management first reported a position in Welltower in Q3 2024 and has held it in 7 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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