Concurrent Investment Advisors’s Welltower WELL Stock Holding History

Concurrent Investment Advisors’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	$4.47M	Buy	22,587 +165	+0.7%	+$32.6K	0.05%	380
2025 Q4	$4.16M	Buy	22,422 +2,922	+15%	+$546K	0.05%	371
2025 Q3	$3.47M	Sell	19,500 -225	-1%	-$37K	0.06%	318
2025 Q2	$3.03M	Buy	19,725 +193	+1%	+$28.8K	0.06%	325
2025 Q1	$2.99M	Buy	19,532 +373	+2%	+$53.1K	0.07%	281
2024 Q4	$2.41M	Sell	19,159 -104	-0.5%	-$13.7K	0.07%	286
2024 Q3	$2.47M	Sell	19,263 -86	-0.4%	-$10K	0.07%	258
2024 Q2	$2.02M	Buy	19,349 +12,092	+167%	+$1.19M	0.07%	276
2024 Q1	$678K	Sell	7,257 -424	-6%	-$38.4K	0.03%	468
2023 Q4	$693K	Buy	+7,681	New	+$666K	0.03%	413

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Concurrent Investment Advisors's WELL Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Welltower (WELL) stake by 0.74% in Q1 2026, buying an estimated $32.6K and bringing the position to 22,587 shares worth $4.47M. The position accounts for 0.05% of the portfolio, ranked #380.

Concurrent Investment Advisors first reported a position in WELL in Q4 2023 and has held it in 10 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Concurrent Investment Advisors held 22,587 shares of Welltower worth $4.47M as of Q1 2026.
Concurrent Investment Advisors bought 165 Welltower shares in Q1 2026, an estimated $32.6K.
Welltower made up 0.05% of Concurrent Investment Advisors's portfolio in Q1 2026, its #380 holding.
Concurrent Investment Advisors first reported a position in Welltower in Q4 2023 and has held it in 10 quarters since.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.