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BSW Wealth Partners’s Welltower WELL Stock Holding History

BSW Wealth Partners’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 		$1.32M Sell
5,831
-186
-3% -$39.3K 0.15% 82
2026
Q1 		$1.19M Sell
6,017
-283
-4% -$55.9K 0.15% 87
2025
Q4 		$1.17M Buy
6,300
+372
+6% +$69.5K 0.14% 87
2025
Q3 		$1.06M Buy
5,928
+1,151
+24% +$189K 0.13% 90
2025
Q2 		$734K Buy
4,777
+116
+2% +$17.3K 0.1% 112
2025
Q1 		$714K Buy
4,661
+1,768
+61% +$252K 0.11% 112
2024
Q4 		$365K Buy
2,893
+460
+19% +$60.4K 0.05% 203
2024
Q3 		$311K Buy
2,433
+426
+21% +$49.7K 0.05% 225
2024
Q2 		$209K Buy
+2,007
New +$197K 0.03% 273

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

BSW Wealth Partners's WELL Position: Q2 2026 in Review

BSW Wealth Partners reduced its Welltower (WELL) stake by 3.1% in Q2 2026, selling an estimated $39.3K and leaving 5,831 shares worth $1.32M. The position accounts for 0.15% of the portfolio, ranked #82.

BSW Wealth Partners first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • BSW Wealth Partners held 5,831 shares of Welltower worth $1.32M as of Q2 2026.
  • BSW Wealth Partners sold 186 Welltower shares in Q2 2026, an estimated $39.3K.
  • Welltower made up 0.15% of BSW Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • BSW Wealth Partners first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.