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Daymark Wealth Partners’s Welltower WELL Stock Holding History

Daymark 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 		$6.41M Buy
28,224
+26,302
+1,368% +$5.56M 0.16% 111
2026
Q1 		$380K Buy
1,922
+87
+5% +$17.2K 0.01% 510
2025
Q4 		$341K Buy
1,835
+32
+2% +$5.98K 0.01% 468
2025
Q3 		$321K Sell
1,803
-11
-0.6% -$1.81K 0.01% 465
2025
Q2 		$279K Sell
1,814
-48
-3% -$7.17K 0.01% 462
2025
Q1 		$285K Buy
1,862
+97
+5% +$13.8K 0.01% 422
2024
Q4 		$222K Buy
1,765
+8
+0.5% +$1.05K 0.01% 464
2024
Q3 		$225K Buy
+1,757
New +$205K 0.01% 485

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Daymark Wealth Partners increased its Welltower (WELL) stake by 1,368% in Q2 2026, buying an estimated $5.56M and bringing the position to 28,224 shares worth $6.41M. The position accounts for 0.16% of the portfolio, ranked #111.

Daymark Wealth Partners first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Daymark Wealth Partners held 28,224 shares of Welltower worth $6.41M as of Q2 2026.
  • Daymark Wealth Partners bought 26,302 Welltower shares in Q2 2026, an estimated $5.56M.
  • Welltower made up 0.16% of Daymark Wealth Partners's portfolio in Q2 2026, its #111 holding.
  • Daymark Wealth Partners first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.