Bogart Wealth LLC’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $263K | Sell |
1,328
-239
| -15% | -$47.2K | 0.01% | 224 |
|
|
2025
Q4 | $291K | Hold |
1,567
| – | – | 0.01% | 214 |
|
|
2025
Q3 | $279K | Buy |
1,567
+14
| +0.9% | +$2.3K | 0.01% | 213 |
|
|
2025
Q2 | $239K | Buy |
1,553
+27
| +2% | +$4.04K | 0.01% | 214 |
|
|
2025
Q1 | $234K | Buy |
1,526
+7
| +0.5% | +$997 | 0.01% | 210 |
|
|
2024
Q4 | $191K | Hold |
1,519
| – | – | 0.01% | 223 |
|
|
2024
Q3 | $194K | Hold |
1,519
| – | – | 0.01% | 214 |
|
|
2024
Q2 | $158K | Sell |
1,519
-1,858
| -55% | -$182K | 0.01% | 230 |
|
|
2024
Q1 | $316K | Hold |
3,377
| – | – | 0.02% | 172 |
|
|
2023
Q4 | $305K | Hold |
3,377
| – | – | 0.02% | 176 |
|
|
2023
Q3 | $277K | Sell |
3,377
-7
| -0.2% | -$576 | 0.02% | 176 |
|
|
2023
Q2 | $274K | Hold |
3,384
| – | – | 0.02% | 179 |
|
|
2023
Q1 | $243K | Hold |
3,384
| – | – | 0.02% | 169 |
|
|
2022
Q4 | $222K | Hold |
3,384
| – | – | 0.02% | 176 |
|
|
2022
Q3 | $218K | Sell |
3,384
-40
| -1% | -$3.13K | 0.02% | 165 |
|
|
2022
Q2 | $282K | Sell |
3,424
-100
| -3% | -$8.9K | 0.02% | 147 |
|
|
2022
Q1 | $339K | Buy |
3,524
+1,336
| +61% | +$116K | 0.03% | 136 |
|
|
2021
Q4 | $188K | Hold |
2,188
| – | – | 0.02% | 155 |
|
|
2021
Q3 | $180K | Sell |
2,188
-225
| -9% | -$19.3K | 0.02% | 152 |
|
|
2021
Q2 | $201K | Sell |
2,413
-29
| -1% | -$2.22K | 0.02% | 147 |
|
|
2021
Q1 | $175K | Buy |
2,442
+1,336
| +121% | +$89.7K | 0.02% | 138 |
|
|
2020
Q4 | $71K | Buy |
1,106
+446
| +68% | +$27.1K | 0.01% | 180 |
|
|
2020
Q3 | $36K | Sell |
660
-36
| -5% | -$1.98K | 0.01% | 218 |
|
|
2020
Q2 | $36K | Sell |
696
-33,410
| -98% | -$1.64M | 0.01% | 198 |
|
|
2020
Q1 | $1.56M | Sell |
34,106
-18
| -0.1% | -$1.33K | 0.43% | 39 |
|
|
2019
Q4 | $2.79M | Buy |
34,124
+672
| +2% | +$57.5K | 0.89% | 24 |
|
|
2019
Q3 | $3.03M | Buy |
33,452
+61
| +0.2% | +$5.31K | 1.49% | 7 |
|
|
2019
Q2 | $2.72M | Buy |
33,391
+2,799
| +9% | +$220K | 1.65% | 13 |
|
|
2019
Q1 | $2.37M | Sell |
30,592
-2,879
| -9% | -$216K | 1.14% | 16 |
|
|
2018
Q4 | $2.32M | Buy |
33,471
+620
| +2% | +$42.2K | 1.16% | 10 |
|
|
2018
Q3 | $2.11M | Buy |
32,851
+2,013
| +7% | +$130K | 1.22% | 15 |
|
|
2018
Q2 | $1.93M | Buy |
30,838
+1,203
| +4% | +$67K | 1.18% | 12 |
|
|
2018
Q1 | $1.62M | Buy |
29,635
+3,261
| +12% | +$184K | 0.94% | 24 |
|
|
2017
Q4 | $1.68M | Buy |
26,374
+1,478
| +6% | +$99.2K | 1.08% | 19 |
|
|
2017
Q3 | $1.7M | Sell |
24,896
-154
| -0.6% | -$11.2K | 1.26% | 16 |
|
|
2017
Q2 | $1.88M | Buy |
25,050
+7,210
| +40% | +$527K | 1.2% | 12 |
|
|
2017
Q1 | $1.26M | Buy |
17,840
+1,772
| +11% | +$120K | 0.84% | 18 |
|
|
2016
Q4 | $1.07M | Buy |
+16,068
| New | +$1.06M | 0.73% | 21 |
|
Other funds holding WELL
VCM
VPM
Bogart Wealth LLC's WELL Position: Q1 2026 in Review
Bogart Wealth LLC reduced its Welltower (WELL) stake by 15% in Q1 2026, selling an estimated $47.2K and leaving 1,328 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #224.
Bogart Wealth LLC first reported a position in WELL in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.03M in Q3 2019. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Bogart Wealth LLC held 1,328 shares of Welltower worth $263K as of Q1 2026.
- Bogart Wealth LLC sold 239 Welltower shares in Q1 2026, an estimated $47.2K.
- Welltower made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #224 holding.
- Bogart Wealth LLC first reported a position in Welltower in Q4 2016 and has held it in 38 quarters since.
- Bogart Wealth LLC's Welltower position peaked at $3.03M in Q3 2019.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.