Benchmark Investment Advisors’s Welltower WELL Stock Holding History

Benchmark Investment 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	$1M	Buy	+5,060	New	+$1,000K	0.58%	40
2025 Q3	$901K	Buy	+5,060	New	+$832K	0.52%	42
2025 Q1	$775K	Hold	5,060	–	–	0.5%	50
2024 Q4	$638K	Hold	5,060	–	–	0.42%	52
2024 Q3	$648K	Hold	5,060	–	–	0.46%	53
2024 Q2	$528K	Hold	5,060	–	–	0.38%	57
2024 Q1	$473K	Hold	5,060	–	–	0.37%	61
2023 Q4	$456K	Hold	5,060	–	–	0.42%	57
2023 Q3	$415K	Hold	5,060	–	–	0.42%	60
2023 Q2	$409K	Hold	5,060	–	–	0.38%	64
2023 Q1	$363K	Hold	5,060	–	–	0.37%	65
2022 Q4	$332K	Hold	5,060	–	–	0.35%	72
2022 Q3	$325K	Hold	5,060	–	–	0.35%	72
2022 Q2	$417K	Hold	5,060	–	–	0.43%	68
2022 Q1	$486K	Hold	5,060	–	–	0.37%	70
2021 Q4	$434K	Buy	+5,060	New	+$422K	0.36%	72

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Benchmark Investment Advisors's WELL Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Welltower (WELL) in Q1 2026: 5,060 shares worth $1M. The stake represents 0.58% of the portfolio and ranks #40 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in WELL as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in WELL in Q4 2021 and has held it in 16 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Benchmark Investment Advisors held 5,060 shares of Welltower worth $1M as of Q1 2026.
Welltower was a new Benchmark Investment Advisors position in Q1 2026.
Welltower made up 0.58% of Benchmark Investment Advisors's portfolio in Q1 2026, its #40 holding.
Benchmark Investment Advisors first reported a position in Welltower in Q4 2021 and has held it in 16 quarters since.
1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.