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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Angeles Wealth Management increased its Welltower (WELL) stake by 66% in Q1 2026, buying an estimated $242K and bringing the position to 3,095 shares worth $612K. The position accounts for 0.03% of the portfolio, ranked #200.

Angeles Wealth Management first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Angeles Wealth Management held 3,095 shares of Welltower worth $612K as of Q1 2026.
  • Angeles Wealth Management bought 1,225 Welltower shares in Q1 2026, an estimated $242K.
  • Welltower made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #200 holding.
  • Angeles Wealth Management first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.