BEI
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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
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 $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

Benjamin Edwards Inc's WELL Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Welltower (WELL) stake by 14% in Q1 2026, buying an estimated $477K and bringing the position to 19,174 shares worth $3.79M. The position accounts for 0.04% of the portfolio, ranked #393.

Benjamin Edwards Inc first reported a position in WELL in Q1 2022 and has held it in 16 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Benjamin Edwards Inc held 19,174 shares of Welltower worth $3.79M as of Q1 2026.
  • Benjamin Edwards Inc bought 2,416 Welltower shares in Q1 2026, an estimated $477K.
  • Welltower made up 0.04% of Benjamin Edwards Inc's portfolio in Q1 2026, its #393 holding.
  • Benjamin Edwards Inc first reported a position in Welltower in Q1 2022 and has held it in 16 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.