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Concorde Asset Management’s Welltower WELL Stock Holding History

Concorde Asset 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 		$270K Sell
1,366
-78
-5% -$15.4K 0.13% 156
2025
Q4 		$268K Sell
1,444
-40
-3% -$7.47K 0.11% 183
2025
Q3 		$262K Buy
+1,484
New +$244K 0.11% 181

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

Concorde Asset Management's WELL Position: Q1 2026 in Review

Concorde Asset Management reduced its Welltower (WELL) stake by 5.4% in Q1 2026, selling an estimated $15.4K and leaving 1,366 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #156.

Concorde Asset Management first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Concorde Asset Management held 1,366 shares of Welltower worth $270K as of Q1 2026.
  • Concorde Asset Management sold 78 Welltower shares in Q1 2026, an estimated $15.4K.
  • Welltower made up 0.13% of Concorde Asset Management's portfolio in Q1 2026, its #156 holding.
  • Concorde Asset Management first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.