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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
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

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Badgley Phelps Wealth Managers's WELL Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Welltower (WELL) stake by 6.6% in Q1 2026, selling an estimated $33.6K and leaving 2,401 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #248.

Badgley Phelps Wealth Managers first reported a position in WELL in Q3 2024 and has held it in 7 quarters since. The position peaked at $477K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Badgley Phelps Wealth Managers held 2,401 shares of Welltower worth $475K as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 170 Welltower shares in Q1 2026, an estimated $33.6K.
  • Welltower made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #248 holding.
  • Badgley Phelps Wealth Managers first reported a position in Welltower in Q3 2024 and has held it in 7 quarters since.
  • Badgley Phelps Wealth Managers's Welltower position peaked at $477K in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.