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Compass Financial Services’s Welltower WELL Stock Holding History

Compass Financial Services’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 		– Sell
-46
Closed -$8.59K – 277
2025
Q4 		$8.59K Hold
46
– – ﹤0.01% 205
2025
Q3 		$8.21K Hold
46
– – ﹤0.01% 218
2025
Q2 		$7.05K Hold
46
– – ﹤0.01% 217
2025
Q1 		$7K Sell
46
-46
-50% -$6.55K ﹤0.01% 207
2024
Q4 		$11.6K Buy
+92
New +$12.1K 0.01% 127

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

Compass Financial Services's WELL Position: Q1 2026 in Review

Compass Financial Services sold out of Welltower (WELL) in Q1 2026, closing a stake of 46 shares — an estimated $8.59K sold.

Compass Financial Services first reported a position in WELL in Q4 2024 and held it in 5 quarters. The position peaked at $11.6K in Q4 2024. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Compass Financial Services reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 46 Welltower shares in Q1 2026, an estimated $8.59K.
  • Compass Financial Services first reported a position in Welltower in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Welltower position peaked at $11.6K in Q4 2024.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.