Bedel Financial Consulting’s Welltower WELL Stock Holding History

Bedel Financial Consulting’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	$262K	Hold	1,153	–	–	0.02%	265
2026 Q1	$228K	Hold	1,153	–	–	0.03%	277
2025 Q4	$214K	Hold	1,153	–	–	0.02%	273
2025 Q3	$205K	Buy	+1,153	New	+$190K	0.03%	278
2022 Q2	–	Sell	-1,153	Closed	-$111K	–	917
2022 Q1	$111K	Hold	1,153	–	–	0.03%	258
2021 Q4	$99K	Sell	1,153 -2	-0.2%	-$167	0.03%	287
2021 Q3	$95K	Hold	1,155	–	–	0.03%	281
2021 Q2	$96K	Buy	1,155 +123	+12%	+$9.42K	0.03%	282
2021 Q1	$74K	Hold	1,032	–	–	0.03%	311
2020 Q4	$67K	Hold	1,032	–	–	0.03%	278
2020 Q3	$57K	Buy	1,032 +990	+2,357%	+$54.4K	0.03%	285
2020 Q2	$2K	Hold	42	–	–	﹤0.01%	713
2020 Q1	$2K	Hold	42	–	–	﹤0.01%	708
2019 Q4	$3K	Hold	42	–	–	﹤0.01%	663
2019 Q3	$4K	Hold	42	–	–	﹤0.01%	599
2019 Q2	$3K	Hold	42	–	–	﹤0.01%	629
2019 Q1	$3K	Hold	42	–	–	﹤0.01%	626
2018 Q4	$3K	Hold	42	–	–	﹤0.01%	592
2018 Q3	$2K	Hold	42	–	–	﹤0.01%	628
2018 Q2	$3K	Sell	42 -45	-52%	-$2.51K	﹤0.01%	602
2018 Q1	$5K	Buy	+87	New	+$4.91K	﹤0.01%	552

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

Bedel Financial Consulting's WELL Position: Q2 2026 in Review

Bedel Financial Consulting held its Welltower (WELL) position steady in Q2 2026 at 1,153 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #265.

Bedel Financial Consulting first reported a position in WELL in Q1 2018 and has held it in 21 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Bedel Financial Consulting held 1,153 shares of Welltower worth $262K as of Q2 2026.
Bedel Financial Consulting left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #265 holding.
Bedel Financial Consulting first reported a position in Welltower in Q1 2018 and has held it in 21 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.