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Cassaday & Co Wealth Management’s Welltower WELL Stock Holding History

Cassaday & Co 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 		$74.2K Sell
327
-13
-4% -$2.75K ﹤0.01% 546
2026
Q1 		$67.2K Buy
+340
New +$67.2K ﹤0.01% 550

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's WELL Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Welltower (WELL) stake by 3.8% in Q2 2026, selling an estimated $2.75K and leaving 327 shares worth $74.2K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Cassaday & Co Wealth Management 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.

  • Cassaday & Co Wealth Management held 327 shares of Welltower worth $74.2K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 13 Welltower shares in Q2 2026, an estimated $2.75K.
  • Welltower made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #546 holding.
  • Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.