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Clark Wealth Partners’s Welltower WELL Stock Holding History

Clark Wealth Partners’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 		$10.2K Buy
45
+2
+5% +$423 0.01% 221
2026
Q1 		$8.5K Buy
43
+9
+26% +$1.78K 0.01% 267
2025
Q4 		$6.31K Hold
34
– – ﹤0.01% 304
2025
Q3 		$6.31K Buy
34
+5
+17% +$822 ﹤0.01% 304
2025
Q2 		$4.46K Hold
29
– – ﹤0.01% 299
2025
Q1 		$4.44K Hold
29
– – ﹤0.01% 280
2024
Q4 		$3.65K Buy
+29
New +$3.81K ﹤0.01% 279

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clark Wealth Partners's WELL Position: Q2 2026 in Review

Clark Wealth Partners increased its Welltower (WELL) stake by 4.7% in Q2 2026, buying an estimated $423 and bringing the position to 45 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #221.

Clark Wealth Partners first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Clark Wealth Partners held 45 shares of Welltower worth $10.2K as of Q2 2026.
  • Clark Wealth Partners bought 2 Welltower shares in Q2 2026, an estimated $423.
  • Welltower made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #221 holding.
  • Clark Wealth Partners first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.