Empirical Wealth Management’s Welltower WELL Stock Holding History

Empirical Wealth Management's WELL Position: Q2 2026 in Review

Empirical Wealth Management increased its Welltower (WELL) stake by 10% in Q2 2026, buying an estimated $181K and bringing the position to 9,095 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #267.

Empirical Wealth Management first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,111 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

• Empirical Wealth Management held 9,095 shares of Welltower worth $2.06M as of Q2 2026.
• Empirical Wealth Management bought 856 Welltower shares in Q2 2026, an estimated $181K.
• Welltower made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #267 holding.
• Empirical Wealth Management first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
• 1,111 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.