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Balboa Wealth Partners’s Welltower WELL Stock Holding History

Balboa Wealth 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 		$750K Sell
3,306
-875
-21% -$185K 0.1% 168
2026
Q1 		$827K Buy
4,181
+734
+21% +$145K 0.14% 127
2025
Q4 		$640K Sell
3,447
-82
-2% -$15.3K 0.11% 154
2025
Q3 		$629K Sell
3,529
-65
-2% -$10.7K 0.11% 153
2025
Q2 		$552K Buy
3,594
+488
+16% +$72.9K 0.11% 146
2025
Q1 		$476K Buy
3,106
+583
+23% +$83.1K 0.11% 135
2024
Q4 		$318K Sell
2,523
-1,235
-33% -$162K 0.07% 200
2024
Q3 		$481K Buy
3,758
+1,126
+43% +$131K 0.12% 146
2024
Q2 		$274K Sell
2,632
-10
-0.4% -$980 0.07% 205
2024
Q1 		$247K Sell
2,642
-204
-7% -$18.5K 0.07% 196
2023
Q4 		$257K Sell
2,846
-629
-18% -$54.6K 0.09% 181
2023
Q3 		$285K Buy
3,475
+633
+22% +$52.1K 0.11% 166
2023
Q2 		$230K Buy
+2,842
New +$219K 0.08% 207

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

Balboa Wealth Partners's WELL Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Welltower (WELL) stake by 21% in Q2 2026, selling an estimated $185K and leaving 3,306 shares worth $750K. The position accounts for 0.1% of the portfolio, ranked #168.

Balboa Wealth Partners first reported a position in WELL in Q2 2023 and has held it in 13 quarters since. The position peaked at $827K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Balboa Wealth Partners held 3,306 shares of Welltower worth $750K as of Q2 2026.
  • Balboa Wealth Partners sold 875 Welltower shares in Q2 2026, an estimated $185K.
  • Welltower made up 0.1% of Balboa Wealth Partners's portfolio in Q2 2026, its #168 holding.
  • Balboa Wealth Partners first reported a position in Welltower in Q2 2023 and has held it in 13 quarters since.
  • Balboa Wealth Partners's Welltower position peaked at $827K in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.