Envestnet Portfolio Solutions
WELL icon

Envestnet Portfolio Solutions’s Welltower WELL Stock Holding History

Envestnet Portfolio Solutions’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 		$4.49M Buy
19,790
+1,376
+7% +$291K 0.02% 344
2026
Q1 		$3.64M Sell
18,414
-7,869
-30% -$1.56M 0.02% 339
2025
Q4 		$4.88M Buy
26,283
+12,437
+90% +$2.32M 0.02% 366
2025
Q3 		$2.47M Sell
13,846
-1,239
-8% -$204K 0.01% 485
2025
Q2 		$2.32M Buy
15,085
+4,319
+40% +$645K 0.01% 522
2025
Q1 		$1.65M Sell
10,766
-6,170
-36% -$879K 0.01% 645
2024
Q4 		$2.13M Sell
16,936
-4,568
-21% -$600K 0.01% 642
2024
Q3 		$2.75M Sell
21,504
-155
-0.7% -$18.1K 0.01% 562
2024
Q2 		$2.26M Buy
21,659
+790
+4% +$77.4K 0.01% 597
2024
Q1 		$1.95M Buy
20,869
+888
+4% +$80.4K 0.01% 643
2023
Q4 		$1.8M Buy
19,981
+5,288
+36% +$459K 0.01% 615
2023
Q3 		$1.2M Buy
+14,693
New +$1.21M 0.01% 702

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's WELL Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Welltower (WELL) stake by 7.5% in Q2 2026, buying an estimated $291K and bringing the position to 19,790 shares worth $4.49M. The position accounts for 0.02% of the portfolio, ranked #344.

Envestnet Portfolio Solutions first reported a position in WELL in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.88M in Q4 2025. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Envestnet Portfolio Solutions held 19,790 shares of Welltower worth $4.49M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,376 Welltower shares in Q2 2026, an estimated $291K.
  • Welltower made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #344 holding.
  • Envestnet Portfolio Solutions first reported a position in Welltower in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Welltower position peaked at $4.88M in Q4 2025.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.