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Bartlett & Co Wealth Management’s Welltower WELL Stock Holding History

Bartlett & Co Wealth Management’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 		$26.2K Buy
116
+33
+40% +$6.98K ﹤0.01% 846
2026
Q1 		$18.1K Buy
83
+29
+54% +$5.73K ﹤0.01% 836
2025
Q4 		$10.1K Hold
54
– – ﹤0.01% 922
2025
Q3 		$9.67K Buy
54
+50
+1,250% +$8.22K ﹤0.01% 925
2025
Q2 		$615 Buy
4
+1
+33% +$149 ﹤0.01% 1162
2025
Q1 		$460 Buy
+3
New +$427 ﹤0.01% 1141
2024
Q3 		– Sell
-66
Closed -$6.88K – 1160
2024
Q2 		$6.88K Buy
66
+59
+843% +$5.78K ﹤0.01% 956
2024
Q1 		$654 Buy
+7
New +$634 ﹤0.01% 1080
2022
Q2 		– Sell
-50
Closed -$4.81K – 1325
2022
Q1 		$4.81K Buy
+50
New +$4.34K ﹤0.01% 920
2021
Q4 		– Sell
-50
Closed -$4.12K – 886
2021
Q3 		$4.12K Sell
50
-10
-17% -$859 ﹤0.01% 788
2021
Q2 		$4.99K Hold
60
– – ﹤0.01% 758
2021
Q1 		$4.3K Hold
60
– – ﹤0.01% 803
2020
Q4 		$3.88K Buy
60
+10
+20% +$607 ﹤0.01% 830
2020
Q3 		$2.75K Hold
50
– – ﹤0.01% 775
2020
Q2 		$2.59K Sell
50
-390
-89% -$19.2K ﹤0.01% 779
2020
Q1 		$20.1K Hold
440
– – ﹤0.01% 584
2019
Q4 		$36K Buy
440
+200
+83% +$17.1K ﹤0.01% 582
2019
Q3 		$21.8K Sell
240
-303
-56% -$26.4K ﹤0.01% 644
2019
Q2 		$44.3K Buy
543
+3
+0.6% +$236 ﹤0.01% 452
2019
Q1 		$41.9K Buy
540
+4
+0.7% +$300 ﹤0.01% 447
2018
Q4 		$37.2K Buy
536
+53
+11% +$3.61K ﹤0.01% 451
2018
Q3 		$31.1K Buy
483
+4
+0.8% +$258 ﹤0.01% 491
2018
Q2 		$30K Buy
479
+4
+0.8% +$223 ﹤0.01% 486
2018
Q1 		$25.8K Buy
+475
New +$26.8K ﹤0.01% 502

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

Bartlett & Co Wealth Management's WELL Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Welltower (WELL) stake by 40% in Q2 2026, buying an estimated $6.98K and bringing the position to 116 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Bartlett & Co Wealth Management first reported a position in WELL in Q1 2018 and has held it in 24 quarters since. The position peaked at $44.3K in Q2 2019. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Bartlett & Co Wealth Management held 116 shares of Welltower worth $26.2K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 33 Welltower shares in Q2 2026, an estimated $6.98K.
  • Welltower made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #846 holding.
  • Bartlett & Co Wealth Management first reported a position in Welltower in Q1 2018 and has held it in 24 quarters since.
  • Bartlett & Co Wealth Management's Welltower position peaked at $44.3K in Q2 2019.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.