Baltimore-Washington Financial Advisors’s Welltower WELL Stock Holding History

Baltimore-Washington Financial Advisors’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	$443K	Sell	1,952 -22	-1%	-$4.65K	0.02%	142
2026 Q1	$390K	Hold	1,974	–	–	0.02%	135
2025 Q4	$366K	Sell	1,974 -98	-5%	-$18.3K	0.02%	140
2025 Q3	$369K	Sell	2,072 -65	-3%	-$10.7K	0.02%	134
2025 Q2	$329K	Hold	2,137	–	–	0.02%	134
2025 Q1	$327K	Hold	2,137	–	–	0.02%	122
2024 Q4	$269K	Hold	2,137	–	–	0.01%	127
2024 Q3	$274K	Sell	2,137 -20	-0.9%	-$2.33K	0.01%	126
2024 Q2	$225K	Hold	2,157	–	–	0.01%	128
2024 Q1	$202K	Sell	2,157 -1,197	-36%	-$108K	0.01%	123
2023 Q4	$302K	Hold	3,354	–	–	0.02%	120
2023 Q3	$275K	Hold	3,354	–	–	0.02%	123
2023 Q2	$271K	Sell	3,354 -1,959	-37%	-$151K	0.02%	119
2023 Q1	$381K	Buy	+5,313	New	+$385K	0.03%	111

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baltimore-Washington Financial Advisors's WELL Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its Welltower (WELL) stake by 1.1% in Q2 2026, selling an estimated $4.65K and leaving 1,952 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #142.

Baltimore-Washington Financial Advisors first reported a position in WELL in Q1 2023 and has held it in 14 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Baltimore-Washington Financial Advisors held 1,952 shares of Welltower worth $443K as of Q2 2026.
Baltimore-Washington Financial Advisors sold 22 Welltower shares in Q2 2026, an estimated $4.65K.
Welltower made up 0.02% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #142 holding.
Baltimore-Washington Financial Advisors first reported a position in Welltower in Q1 2023 and has held it in 14 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.