Apollon Wealth Management’s Welltower WELL Stock Holding History

Apollon 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	$1.24M	Sell	6,263 -485	-7%	-$95.8K	0.02%	526
2025 Q4	$1.25M	Buy	6,748 +1,171	+21%	+$219K	0.02%	498
2025 Q3	$993K	Sell	5,577 -198	-3%	-$32.5K	0.02%	566
2025 Q2	$888K	Buy	5,775 +211	+4%	+$31.5K	0.02%	584
2025 Q1	$852K	Buy	5,564 +717	+15%	+$102K	0.02%	553
2024 Q4	$611K	Buy	4,847 +724	+18%	+$95K	0.01%	676
2024 Q3	$528K	Buy	4,123 +11	+0.3%	+$1.28K	0.01%	699
2024 Q2	$429K	Sell	4,112 -112	-3%	-$11K	0.01%	741
2024 Q1	$395K	Sell	4,224 -63	-1%	-$5.7K	0.01%	774
2023 Q4	$387K	Buy	4,287 +197	+5%	+$17.1K	0.01%	744
2023 Q3	$335K	Buy	+4,090	New	+$336K	0.02%	667
2020 Q3	–	Sell	-107	Closed	-$6K	–	682
2020 Q2	$6K	Buy	+107	New	+$5.26K	﹤0.01%	549

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

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

Apollon Wealth Management reduced its Welltower (WELL) stake by 7.2% in Q1 2026, selling an estimated $95.8K and leaving 6,263 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #526.

Apollon Wealth Management first reported a position in WELL in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.25M in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Apollon Wealth Management held 6,263 shares of Welltower worth $1.24M as of Q1 2026.
Apollon Wealth Management sold 485 Welltower shares in Q1 2026, an estimated $95.8K.
Welltower made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #526 holding.
Apollon Wealth Management first reported a position in Welltower in Q2 2020 and has held it in 12 quarters since.
Apollon Wealth Management's Welltower position peaked at $1.25M in Q4 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.