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Angeles Wealth Management’s Welltower WELL Stock Holding History

Angeles 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 		$725K Buy
3,196
+101
+3% +$21.4K 0.03% 206
2026
Q1 		$612K Buy
3,095
+1,225
+66% +$242K 0.03% 200
2025
Q4 		$347K Buy
1,870
+28
+2% +$5.23K 0.02% 272
2025
Q3 		$328K Buy
1,842
+133
+8% +$21.9K 0.02% 244
2025
Q2 		$263K Buy
1,709
+377
+28% +$56.3K 0.02% 283
2025
Q1 		$204K Buy
+1,332
New +$190K 0.02% 279

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

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

Angeles Wealth Management increased its Welltower (WELL) stake by 3.3% in Q2 2026, buying an estimated $21.4K and bringing the position to 3,196 shares worth $725K. The position accounts for 0.03% of the portfolio, ranked #206.

Angeles Wealth Management first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Angeles Wealth Management held 3,196 shares of Welltower worth $725K as of Q2 2026.
  • Angeles Wealth Management bought 101 Welltower shares in Q2 2026, an estimated $21.4K.
  • Welltower made up 0.03% of Angeles Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Angeles Wealth Management first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.