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Bingham Private Wealth’s Welltower WELL Stock Holding History

Bingham Private Wealth’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 		$246K Buy
1,242
+57
+5% +$11.3K 0.19% 140
2025
Q4 		$220K Buy
+1,185
New +$221K 0.19% 136

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

Bingham Private Wealth's WELL Position: Q1 2026 in Review

Bingham Private Wealth increased its Welltower (WELL) stake by 4.8% in Q1 2026, buying an estimated $11.3K and bringing the position to 1,242 shares worth $246K. The position accounts for 0.19% of the portfolio, ranked #140.

Bingham Private Wealth first reported a position in WELL in Q4 2025 and has held it in 2 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Bingham Private Wealth held 1,242 shares of Welltower worth $246K as of Q1 2026.
  • Bingham Private Wealth bought 57 Welltower shares in Q1 2026, an estimated $11.3K.
  • Welltower made up 0.19% of Bingham Private Wealth's portfolio in Q1 2026, its #140 holding.
  • Bingham Private Wealth first reported a position in Welltower in Q4 2025 and has held it in 2 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.