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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aberdeen Wealth Management's WELL Position: Q1 2026 in Review

Aberdeen Wealth Management held its Welltower (WELL) position steady in Q1 2026 at 1,350 shares worth $267K. The position accounts for 0.12% of the portfolio, ranked #134.

Aberdeen Wealth Management first reported a position in WELL in Q3 2024 and has held it in 6 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Aberdeen Wealth Management held 1,350 shares of Welltower worth $267K as of Q1 2026.
Aberdeen Wealth Management left its Welltower share count unchanged in Q1 2026.
Welltower made up 0.12% of Aberdeen Wealth Management's portfolio in Q1 2026, its #134 holding.
Aberdeen Wealth Management first reported a position in Welltower in Q3 2024 and has held it in 6 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.