Burk Holdings’s Welltower WELL Stock Holding History

Burk Holdings’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	$99.2K	Sell	437 -2	-0.5%	-$423	0.04%	110
2026 Q1	$86.8K	Buy	+439	New	+$86.8K	0.04%	114

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

Burk Holdings's WELL Position: Q2 2026 in Review

Burk Holdings reduced its Welltower (WELL) stake by 0.46% in Q2 2026, selling an estimated $423 and leaving 437 shares worth $99.2K. The position accounts for 0.04% of the portfolio, ranked #110.

Burk Holdings first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Burk Holdings held 437 shares of Welltower worth $99.2K as of Q2 2026.
Burk Holdings sold 2 Welltower shares in Q2 2026, an estimated $423.
Welltower made up 0.04% of Burk Holdings's portfolio in Q2 2026, its #110 holding.
Burk Holdings first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.