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Axxcess Wealth Management’s Welltower WELL Stock Holding History

Axxcess 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 		$1M Buy
4,408
+3,277
+290% +$693K 0.02% 529
2026
Q1 		$224K Sell
1,131
-6
-0.5% -$1.19K 0.01% 356
2025
Q4 		$211K Buy
+1,137
New +$212K ﹤0.01% 976
2025
Q3 		– Sell
-6,713
Closed -$1.03M – 978
2025
Q2 		$1.03M Buy
6,713
+149
+2% +$22.3K 0.02% 420
2025
Q1 		$1.01M Buy
+6,564
New +$935K 0.03% 394

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

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

Axxcess Wealth Management increased its Welltower (WELL) stake by 290% in Q2 2026, buying an estimated $693K and bringing the position to 4,408 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #529.

Axxcess Wealth Management first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q2 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Axxcess Wealth Management held 4,408 shares of Welltower worth $1M as of Q2 2026.
  • Axxcess Wealth Management bought 3,277 Welltower shares in Q2 2026, an estimated $693K.
  • Welltower made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #529 holding.
  • Axxcess Wealth Management first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • Axxcess Wealth Management's Welltower position peaked at $1.03M in Q2 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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