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Bullock Wealth Management’s Welltower WELL Stock Holding History

Bullock Wealth 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 		$425K Buy
1,844
+3
+0.2% +$634 0.18% 115
2026
Q1 		$366K Buy
1,841
+5
+0.3% +$988 0.18% 112
2025
Q4 		$341K Buy
1,836
+4
+0.2% +$747 0.17% 121
2025
Q3 		$329K Buy
1,832
+6
+0.3% +$986 0.16% 115
2025
Q2 		$277K Sell
1,826
-66
-3% -$9.86K 0.15% 122
2025
Q1 		$292K Sell
1,892
-31
-2% -$4.42K 0.16% 119
2024
Q4 		$242K Buy
1,923
+14
+0.7% +$1.84K 0.14% 126
2024
Q3 		$244K Buy
1,909
+97
+5% +$11.3K 0.15% 120
2024
Q2 		$188K Buy
1,812
+54
+3% +$5.29K 0.12% 140
2024
Q1 		$162K Buy
+1,758
New +$159K 0.11% 156

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

Bullock Wealth Management's WELL Position: Q2 2026 in Review

Bullock Wealth Management increased its Welltower (WELL) stake by 0.16% in Q2 2026, buying an estimated $634 and bringing the position to 1,844 shares worth $425K. The position accounts for 0.18% of the portfolio, ranked #115.

Bullock Wealth Management first reported a position in WELL in Q1 2024 and has held it in 10 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Bullock Wealth Management held 1,844 shares of Welltower worth $425K as of Q2 2026.
  • Bullock Wealth Management bought 3 Welltower shares in Q2 2026, an estimated $634.
  • Welltower made up 0.18% of Bullock Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Bullock Wealth Management first reported a position in Welltower in Q1 2024 and has held it in 10 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.