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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
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 $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

Circle Wealth Management's WELL Position: Q1 2026 in Review

Circle Wealth Management increased its Welltower (WELL) stake by 12% in Q1 2026, buying an estimated $46.4K and bringing the position to 2,154 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #211.

Circle Wealth Management first reported a position in WELL in Q3 2019 and has held it in 3 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Circle Wealth Management held 2,154 shares of Welltower worth $426K as of Q1 2026.
  • Circle Wealth Management bought 235 Welltower shares in Q1 2026, an estimated $46.4K.
  • Welltower made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #211 holding.
  • Circle Wealth Management first reported a position in Welltower in Q3 2019 and has held it in 3 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.