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Aspect Partners’s Welltower WELL Stock Holding History

Aspect Partners’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 		$12.5K Sell
55
-10
-15% -$2.11K ﹤0.01% 246
2026
Q1 		$12.9K Buy
65
+1
+2% +$198 0.01% 230
2025
Q4 		$11.9K Buy
64
+8
+14% +$1.49K 0.01% 243
2025
Q3 		$9.97K Buy
56
+11
+24% +$1.81K ﹤0.01% 301
2025
Q2 		$6.92K Hold
45
– – ﹤0.01% 334
2025
Q1 		$6.89K Buy
45
+3
+7% +$427 ﹤0.01% 305
2024
Q4 		$5.29K Hold
42
– – ﹤0.01% 354
2024
Q3 		$5.38K Hold
42
– – ﹤0.01% 351
2024
Q2 		$4.38K Buy
42
+31
+282% +$3.04K ﹤0.01% 364
2024
Q1 		$1.03K Sell
11
-9
-45% -$815 ﹤0.01% 486
2023
Q4 		$1.8K Buy
+20
New +$1.74K ﹤0.01% 446

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

Aspect Partners's WELL Position: Q2 2026 in Review

Aspect Partners reduced its Welltower (WELL) stake by 15% in Q2 2026, selling an estimated $2.11K and leaving 55 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Aspect Partners first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.9K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Aspect Partners held 55 shares of Welltower worth $12.5K as of Q2 2026.
  • Aspect Partners sold 10 Welltower shares in Q2 2026, an estimated $2.11K.
  • Welltower made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #246 holding.
  • Aspect Partners first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Welltower position peaked at $12.9K in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.