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Basecamp Wealth Advisors’s Welltower WELL Stock Holding History

Basecamp Wealth 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 		$502K Hold
2,213
– – 0.09% 131
2026
Q1 		$438K Buy
2,213
+34
+2% +$6.72K 0.09% 138
2025
Q4 		$405K Buy
+2,179
New +$407K 0.09% 142

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

Basecamp Wealth Advisors's WELL Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Welltower (WELL) position steady in Q2 2026 at 2,213 shares worth $502K. The position accounts for 0.09% of the portfolio, ranked #131.

Basecamp Wealth Advisors first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,582 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Basecamp Wealth Advisors held 2,213 shares of Welltower worth $502K as of Q2 2026.
  • Basecamp Wealth Advisors left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.09% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • Basecamp Wealth Advisors first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,582 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.