Elyxium Wealth’s Welltower WELL Stock Holding History

Elyxium 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 Q1	–	Sell	-274	Closed	-$50.9K	–	1263
2025 Q4	$50.9K	Buy	+274	New	+$51.2K	0.01%	349

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

Elyxium Wealth's WELL Position: Q1 2026 in Review

Elyxium Wealth sold out of Welltower (WELL) in Q1 2026, closing a stake of 274 shares — an estimated $50.9K sold.

Elyxium Wealth first reported a position in WELL in Q4 2025 and held it in 1 quarter. The position peaked at $50.9K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Elyxium Wealth reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Elyxium Wealth sold 274 Welltower shares in Q1 2026, an estimated $50.9K.
Elyxium Wealth first reported a position in Welltower in Q4 2025 and held it in 1 quarter.
Elyxium Wealth's Welltower position peaked at $50.9K in Q4 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.