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Dodds Wealth’s Welltower WELL Stock Holding History

Dodds Wealth’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 		$1.08M Hold
4,748
– – 0.24% 29
2026
Q1 		$939K Sell
4,748
-1,269
-21% -$251K 0.23% 28
2025
Q4 		$1.12M Sell
6,017
-405
-6% -$75.6K 0.27% 25
2025
Q3 		$1.14M Hold
6,422
– – 0.28% 24
2025
Q2 		$987K Hold
6,422
– – 0.26% 26
2025
Q1 		$984K Hold
6,422
– – 0.32% 27
2024
Q4 		$842K Hold
6,422
– – 0.27% 29
2024
Q3 		$791K Hold
6,422
– – 0.26% 29
2024
Q2 		$673K Sell
6,422
-1,107
-15% -$108K 0.26% 29
2024
Q1 		$704K Hold
7,529
– – 0.29% 27
2023
Q4 		$679K Buy
+7,529
New +$653K 0.35% 28

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

Dodds Wealth's WELL Position: Q2 2026 in Review

Dodds Wealth held its Welltower (WELL) position steady in Q2 2026 at 4,748 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #29.

Dodds Wealth first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q3 2025. 1,584 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Dodds Wealth held 4,748 shares of Welltower worth $1.08M as of Q2 2026.
  • Dodds Wealth left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.24% of Dodds Wealth's portfolio in Q2 2026, its #29 holding.
  • Dodds Wealth first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • Dodds Wealth's Welltower position peaked at $1.14M in Q3 2025.
  • 1,584 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.