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Beacon Pointe Advisors’s Welltower WELL Stock Holding History

Beacon Pointe 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
Q1 		$3.24M Buy
16,405
+5,876
+56% +$1.16M 0.02% 599
2025
Q4 		$1.95M Buy
10,529
+1,992
+23% +$372K 0.01% 615
2025
Q3 		$1.52M Sell
8,537
-1,448
-15% -$238K 0.01% 610
2025
Q2 		$1.53M Sell
9,985
-381
-4% -$56.9K 0.02% 543
2025
Q1 		$1.59M Sell
10,366
-4,596
-31% -$655K 0.02% 517
2024
Q4 		$1.89M Sell
14,962
-3,339
-18% -$438K 0.02% 471
2024
Q3 		$2.34M Sell
18,301
-142
-0.8% -$16.6K 0.03% 433
2024
Q2 		$1.92M Buy
18,443
+1,009
+6% +$98.9K 0.02% 486
2024
Q1 		$1.63M Sell
17,434
-4,736
-21% -$429K 0.02% 542
2023
Q4 		$2M Buy
22,170
+402
+2% +$34.9K 0.02% 484
2023
Q3 		$1.78M Buy
21,768
+300
+1% +$24.7K 0.02% 484
2023
Q2 		$1.74M Sell
21,468
-1,858
-8% -$143K 0.03% 408
2023
Q1 		$1.67M Buy
23,326
+1,326
+6% +$96.2K 0.03% 433
2022
Q4 		$1.44M Buy
22,000
+6,259
+40% +$402K 0.03% 431
2022
Q3 		$1.01M Sell
15,741
-3,594
-19% -$281K 0.02% 461
2022
Q2 		$1.59M Sell
19,335
-921
-5% -$82K 0.03% 367
2022
Q1 		$1.95M Buy
20,256
+7,353
+57% +$639K 0.03% 456
2021
Q4 		$1.11M Buy
12,903
+897
+7% +$74.8K 0.03% 366
2021
Q3 		$989K Buy
12,006
+8,950
+293% +$769K 0.02% 411
2021
Q2 		$254K Buy
+3,056
New +$234K 0.01% 715

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Beacon Pointe Advisors's WELL Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Welltower (WELL) stake by 56% in Q1 2026, buying an estimated $1.16M and bringing the position to 16,405 shares worth $3.24M. The position accounts for 0.02% of the portfolio, ranked #599.

Beacon Pointe Advisors first reported a position in WELL in Q2 2021 and has held it in 20 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Beacon Pointe Advisors held 16,405 shares of Welltower worth $3.24M as of Q1 2026.
  • Beacon Pointe Advisors bought 5,876 Welltower shares in Q1 2026, an estimated $1.16M.
  • Welltower made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #599 holding.
  • Beacon Pointe Advisors first reported a position in Welltower in Q2 2021 and has held it in 20 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.