Badgley Phelps Wealth Managers’s Welltower WELL Stock Holding History

Badgley Phelps Wealth Managers’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 Q3	$551K	Sell	2,395 -4	-0.2%	-$946	0.01%	242
2026 Q2	$545K	Sell	2,399 -2	-0.1%	-$423	0.01%	245
2026 Q1	$475K	Sell	2,401 -170	-7%	-$33.6K	0.01%	248
2025 Q4	$477K	Sell	2,571 -11	-0.4%	-$2.06K	0.01%	245
2025 Q3	$460K	Hold	2,582	–	–	0.01%	230
2025 Q2	$397K	Sell	2,582 -390	-13%	-$58.3K	0.01%	233
2025 Q1	$455K	Buy	2,972 +118	+4%	+$16.8K	0.01%	219
2024 Q4	$360K	Buy	2,854 +27	+1%	+$3.54K	0.01%	239
2024 Q3	$362K	Buy	+2,827	New	+$330K	0.01%	231

Other funds holding WELL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Badgley Phelps Wealth Managers's WELL Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Welltower (WELL) stake by 0.17% in Q3 2026, selling an estimated $946 and leaving 2,395 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #242.

Badgley Phelps Wealth Managers first reported a position in WELL in Q3 2024 and has held it in 9 quarters since. 1,008 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Badgley Phelps Wealth Managers held 2,395 shares of Welltower worth $551K as of Q3 2026.
Badgley Phelps Wealth Managers sold 4 Welltower shares in Q3 2026, an estimated $946.
Welltower made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #242 holding.
Badgley Phelps Wealth Managers first reported a position in Welltower in Q3 2024 and has held it in 9 quarters since.
1,008 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.