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Circle Wealth Management’s Welltower WELL Stock Holding History

Circle 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 		$502K Buy
2,210
+56
+3% +$11.8K 0.01% 198
2026
Q1 		$426K Buy
2,154
+235
+12% +$46.4K 0.01% 211
2025
Q4 		$356K Buy
+1,919
New +$358K 0.01% 204
2019
Q4 		– Sell
-2,279
Closed -$207K – 198
2019
Q3 		$207K Buy
+2,279
New +$198K 0.04% 158

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

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

Circle Wealth Management increased its Welltower (WELL) stake by 2.6% in Q2 2026, buying an estimated $11.8K and bringing the position to 2,210 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #198.

Circle Wealth Management first reported a position in WELL in Q3 2019 and has held it in 4 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Circle Wealth Management held 2,210 shares of Welltower worth $502K as of Q2 2026.
  • Circle Wealth Management bought 56 Welltower shares in Q2 2026, an estimated $11.8K.
  • Welltower made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Circle Wealth Management first reported a position in Welltower in Q3 2019 and has held it in 4 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.