BFO
WELL icon

Boston Family Office’s Welltower WELL Stock Holding History

Boston Family Office’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 		$4.57M Buy
23,091
+1,048
+5% +$207K 0.3% 79
2025
Q4 		$4.09M Sell
22,043
-3,616
-14% -$675K 0.26% 84
2025
Q3 		$4.57M Sell
25,659
-94
-0.4% -$15.5K 0.29% 80
2025
Q2 		$3.96M Sell
25,753
-79
-0.3% -$11.8K 0.26% 84
2025
Q1 		$3.96M Sell
25,832
-803
-3% -$114K 0.28% 80
2024
Q4 		$3.36M Buy
26,635
+418
+2% +$54.9K 0.23% 89
2024
Q3 		$3.36M Buy
26,217
+416
+2% +$48.5K 0.23% 89
2024
Q2 		$2.69M Buy
25,801
+207
+0.8% +$20.3K 0.19% 93
2024
Q1 		$2.39M Sell
25,594
-917
-3% -$83K 0.17% 101
2023
Q4 		$2.39M Sell
26,511
-1,005
-4% -$87.2K 0.18% 97
2023
Q3 		$2.25M Buy
27,516
+72
+0.3% +$5.92K 0.18% 98
2023
Q2 		$2.22M Sell
27,444
-290
-1% -$22.3K 0.17% 104
2023
Q1 		$1.99M Sell
27,734
-1,069
-4% -$77.5K 0.16% 112
2022
Q4 		$1.89M Buy
28,803
+1,210
+4% +$77.8K 0.16% 114
2022
Q3 		$1.77M Buy
27,593
+2,797
+11% +$219K 0.16% 110
2022
Q2 		$2.04M Hold
24,796
– – 0.17% 109
2022
Q1 		$2.38M Buy
24,796
+34
+0.1% +$2.95K 0.17% 106
2021
Q4 		$2.12M Buy
24,762
+591
+2% +$49.3K 0.14% 116
2021
Q3 		$1.99M Sell
24,171
-278
-1% -$23.9K 0.14% 114
2021
Q2 		$2.03M Buy
24,449
+161
+0.7% +$12.3K 0.15% 117
2021
Q1 		$1.74M Buy
24,288
+1,863
+8% +$125K 0.13% 126
2020
Q4 		$1.45M Sell
22,425
-2,500
-10% -$152K 0.11% 135
2020
Q3 		$1.37M Sell
24,925
-2,141
-8% -$118K 0.12% 124
2020
Q2 		$1.4M Sell
27,066
-250
-0.9% -$12.3K 0.14% 123
2020
Q1 		$1.25M Hold
27,316
– – 0.15% 121
2019
Q4 		$2.23M Buy
27,316
+76
+0.3% +$6.51K 0.21% 103
2019
Q3 		$2.47M Hold
27,240
– – 0.26% 94
2019
Q2 		$2.22M Hold
27,240
– – 0.23% 99
2019
Q1 		$2.11M Buy
27,240
+249
+0.9% +$18.7K 0.23% 102
2018
Q4 		$1.87M Hold
26,991
– – 0.23% 105
2018
Q3 		$1.74M Hold
26,991
– – 0.18% 124
2018
Q2 		$1.69M Sell
26,991
-8,300
-24% -$463K 0.19% 119
2018
Q1 		$1.92M Buy
35,291
+11,700
+50% +$661K 0.22% 112
2017
Q4 		$1.5M Buy
23,591
+2,850
+14% +$191K 0.17% 127
2017
Q3 		$1.46M Sell
20,741
-150
-0.7% -$10.9K 0.17% 128
2017
Q2 		$1.56M Buy
20,891
+1,891
+10% +$138K 0.19% 124
2017
Q1 		$1.35M Hold
19,000
– – 0.17% 128
2016
Q4 		$1.27M Buy
19,000
+3,500
+23% +$232K 0.17% 131
2016
Q3 		$1.16M Buy
15,500
+1,000
+7% +$76.6K 0.15% 138
2016
Q2 		$1.1M Buy
14,500
+3,000
+26% +$213K 0.14% 140
2016
Q1 		$797K Buy
11,500
+7,750
+207% +$500K 0.11% 158
2015
Q4 		$255K Buy
+3,750
New +$245K 0.03% 218

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

Boston Family Office's WELL Position: Q1 2026 in Review

Boston Family Office increased its Welltower (WELL) stake by 4.8% in Q1 2026, buying an estimated $207K and bringing the position to 23,091 shares worth $4.57M. The position accounts for 0.3% of the portfolio, ranked #79.

Boston Family Office first reported a position in WELL in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.57M in Q3 2025. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Boston Family Office held 23,091 shares of Welltower worth $4.57M as of Q1 2026.
  • Boston Family Office bought 1,048 Welltower shares in Q1 2026, an estimated $207K.
  • Welltower made up 0.3% of Boston Family Office's portfolio in Q1 2026, its #79 holding.
  • Boston Family Office first reported a position in Welltower in Q4 2015 and has held it in 42 quarters since.
  • Boston Family Office's Welltower position peaked at $4.57M in Q3 2025.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.