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Buck Wealth Strategies’s Welltower WELL Stock Holding History

Buck Wealth Strategies’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 		$27.3K Buy
+120
New +$25.4K ﹤0.01% 426
2023
Q4 		– Sell
-36
Closed -$2.91K – 344
2023
Q3 		$2.91K Buy
36
+1
+3% +$82 ﹤0.01% 281
2023
Q2 		$2.85K Hold
35
– – ﹤0.01% 223
2023
Q1 		$2.51K Buy
+35
New +$2.54K ﹤0.01% 172

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Buck Wealth Strategies's WELL Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Welltower (WELL) in Q2 2026: 120 shares worth $27.3K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in WELL as recently as Q3 2023.

Buck Wealth Strategies first reported a position in WELL in Q1 2023 and has held it in 4 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Buck Wealth Strategies held 120 shares of Welltower worth $27.3K as of Q2 2026.
  • Welltower was a new Buck Wealth Strategies position in Q2 2026.
  • Welltower made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #426 holding.
  • Buck Wealth Strategies first reported a position in Welltower in Q1 2023 and has held it in 4 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.