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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
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

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

Badgley Phelps Wealth Managers's WELL Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Welltower (WELL) stake by 0.08% in Q2 2026, selling an estimated $423 and leaving 2,399 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #245.

Badgley Phelps Wealth Managers first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Badgley Phelps Wealth Managers held 2,399 shares of Welltower worth $545K as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 2 Welltower shares in Q2 2026, an estimated $423.
  • Welltower made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #245 holding.
  • Badgley Phelps Wealth Managers first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.