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Aprio Wealth Management’s Welltower WELL Stock Holding History

Aprio 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 		$1.27M Buy
5,611
+740
+15% +$156K 0.06% 198
2026
Q1 		$963K Buy
4,871
+936
+24% +$185K 0.05% 217
2025
Q4 		$730K Buy
3,935
+1,910
+94% +$357K 0.04% 245
2025
Q3 		$361K Buy
+2,025
New +$333K 0.04% 286

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

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

Aprio Wealth Management increased its Welltower (WELL) stake by 15% in Q2 2026, buying an estimated $156K and bringing the position to 5,611 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #198.

Aprio Wealth Management first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Aprio Wealth Management held 5,611 shares of Welltower worth $1.27M as of Q2 2026.
  • Aprio Wealth Management bought 740 Welltower shares in Q2 2026, an estimated $156K.
  • Welltower made up 0.06% of Aprio Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Aprio Wealth Management first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.