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Elevation Wealth Partners’s Welltower WELL Stock Holding History

Elevation 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 		$11.6K Hold
51
– – ﹤0.01% 770
2026
Q1 		$10.1K Hold
51
– – ﹤0.01% 509
2025
Q4 		$9.47K Buy
51
+27
+113% +$5.04K ﹤0.01% 492
2025
Q3 		$4.28K Buy
+24
New +$3.94K ﹤0.01% 507

Other funds holding WELL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

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

Elevation Wealth Partners held its Welltower (WELL) position steady in Q2 2026 at 51 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Elevation Wealth Partners first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 590 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Elevation Wealth Partners held 51 shares of Welltower worth $11.6K as of Q2 2026.
  • Elevation Wealth Partners left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #770 holding.
  • Elevation Wealth Partners first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 590 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.