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Essential Partners’s Welltower WELL Stock Holding History

Essential 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 		$160K Hold
707
– – 0.07% 292
2026
Q1 		$140K Buy
707
+26
+4% +$5.14K 0.05% 343
2025
Q4 		$126K Sell
681
-569
-46% -$106K 0.04% 393
2025
Q3 		$223K Buy
1,250
+1,062
+565% +$175K 0.07% 298
2025
Q2 		$28.9K Buy
+188
New +$28.1K 0.01% 582

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

Essential Partners's WELL Position: Q2 2026 in Review

Essential Partners held its Welltower (WELL) position steady in Q2 2026 at 707 shares worth $160K. The position accounts for 0.07% of the portfolio, ranked #292.

Essential Partners first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. The position peaked at $223K in Q3 2025. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Essential Partners held 707 shares of Welltower worth $160K as of Q2 2026.
  • Essential Partners left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.07% of Essential Partners's portfolio in Q2 2026, its #292 holding.
  • Essential Partners first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Welltower position peaked at $223K in Q3 2025.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.