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Benjamin Edwards Inc’s Welltower WELL Stock Holding History

Benjamin Edwards Inc’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 		$5.59M Buy
24,629
+5,455
+28% +$1.15M 0.05% 328
2026
Q1 		$3.79M Buy
19,174
+2,416
+14% +$477K 0.04% 393
2025
Q4 		$3.11M Buy
16,758
+3,134
+23% +$585K 0.03% 403
2025
Q3 		$2.43M Buy
13,624
+566
+4% +$93K 0.03% 446
2025
Q2 		$2.01M Buy
13,058
+1,680
+15% +$251K 0.03% 459
2025
Q1 		$1.74M Sell
11,378
-10,952
-49% -$1.56M 0.02% 447
2024
Q4 		$2.82M Buy
22,330
+2,608
+13% +$342K 0.04% 363
2024
Q3 		$2.53M Buy
19,722
+5,132
+35% +$599K 0.04% 388
2024
Q2 		$1.52M Buy
14,590
+9,344
+178% +$916K 0.29% 89
2024
Q1 		$490K Sell
5,246
-49
-0.9% -$4.44K 0.1% 223
2023
Q4 		$477K Sell
5,295
-528
-9% -$45.8K 0.1% 205
2023
Q3 		$477K Buy
5,823
+595
+11% +$48.9K 0.11% 188
2023
Q2 		$423K Buy
5,228
+2,128
+69% +$164K 0.1% 192
2023
Q1 		$222K Buy
3,100
+2,518
+433% +$183K 0.05% 257
2022
Q4 		$38K Sell
582
-1,681
-74% -$108K 0.01% 438
2022
Q3 		$146K Buy
+2,263
New +$177K 0.04% 291
2022
Q2 		– Sell
-66
Closed -$6K – 750
2022
Q1 		$6K Buy
+66
New +$5.73K ﹤0.01% 645

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

Benjamin Edwards Inc's WELL Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Welltower (WELL) stake by 28% in Q2 2026, buying an estimated $1.15M and bringing the position to 24,629 shares worth $5.59M. The position accounts for 0.05% of the portfolio, ranked #328.

Benjamin Edwards Inc first reported a position in WELL in Q1 2022 and has held it in 17 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Benjamin Edwards Inc held 24,629 shares of Welltower worth $5.59M as of Q2 2026.
  • Benjamin Edwards Inc bought 5,455 Welltower shares in Q2 2026, an estimated $1.15M.
  • Welltower made up 0.05% of Benjamin Edwards Inc's portfolio in Q2 2026, its #328 holding.
  • Benjamin Edwards Inc first reported a position in Welltower in Q1 2022 and has held it in 17 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.