Boyd Watterson Asset Management’s Welltower WELL Stock Holding History

Boyd Watterson Asset Management’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	$3.4K	Hold	15	–	–	﹤0.01%	335
2026 Q1	$2.97K	Hold	15	–	–	﹤0.01%	334
2025 Q4	$2.78K	Sell	15 -213	-93%	-$39.8K	﹤0.01%	357
2025 Q3	$40.6K	Hold	228	–	–	0.01%	195
2025 Q2	$35K	Hold	228	–	–	0.01%	207
2025 Q1	$34.9K	Hold	228	–	–	0.01%	207
2024 Q4	$28.7K	Hold	228	–	–	0.01%	230
2024 Q3	$29.2K	Hold	228	–	–	0.01%	223
2024 Q2	$23.8K	Hold	228	–	–	0.01%	241
2024 Q1	$21.3K	Hold	228	–	–	0.01%	256
2023 Q4	$20.6K	Hold	228	–	–	0.01%	260
2023 Q3	$18.7K	Hold	228	–	–	0.01%	260
2023 Q2	$18.4K	Hold	228	–	–	0.01%	266
2023 Q1	$16.3K	Hold	228	–	–	0.01%	278
2022 Q4	$14.9K	Buy	+228	New	+$14.7K	0.01%	284

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boyd Watterson Asset Management's WELL Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Welltower (WELL) position steady in Q2 2026 at 15 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Boyd Watterson Asset Management first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. The position peaked at $40.6K in Q3 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Boyd Watterson Asset Management held 15 shares of Welltower worth $3.4K as of Q2 2026.
Boyd Watterson Asset Management left its Welltower share count unchanged in Q2 2026.
Welltower made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #335 holding.
Boyd Watterson Asset Management first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
Boyd Watterson Asset Management's Welltower position peaked at $40.6K in Q3 2025.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.