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Centaurus Financial’s Welltower WELL Stock Holding History

Centaurus Financial’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
Q1 		$3.11M Buy
15,724
+778
+5% +$154K 0.15% 143
2025
Q4 		$2.77M Buy
14,946
+1,325
+10% +$247K 0.13% 161
2025
Q3 		$2.43M Buy
13,621
+729
+6% +$120K 0.11% 179
2025
Q2 		$1.98M Sell
12,892
-3,812
-23% -$570K 0.12% 184
2025
Q1 		$2.56M Sell
16,704
-431
-3% -$61.4K 0.15% 138
2024
Q4 		$2.16M Buy
17,135
+16,347
+2,074% +$2.15M 0.13% 161
2024
Q3 		$101K Buy
+788
New +$91.9K 0.01% 822
2018
Q3 		– Sell
-4,849
Closed -$304K – 2031
2018
Q2 		$304K Buy
+4,849
New +$270K 0.04% 416

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Centaurus Financial's WELL Position: Q1 2026 in Review

Centaurus Financial increased its Welltower (WELL) stake by 5.2% in Q1 2026, buying an estimated $154K and bringing the position to 15,724 shares worth $3.11M. The position accounts for 0.15% of the portfolio, ranked #143.

Centaurus Financial first reported a position in WELL in Q2 2018 and has held it in 8 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Centaurus Financial held 15,724 shares of Welltower worth $3.11M as of Q1 2026.
  • Centaurus Financial bought 778 Welltower shares in Q1 2026, an estimated $154K.
  • Welltower made up 0.15% of Centaurus Financial's portfolio in Q1 2026, its #143 holding.
  • Centaurus Financial first reported a position in Welltower in Q2 2018 and has held it in 8 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.