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Evanson Asset Management’s Welltower WELL Stock Holding History

Evanson Asset Management’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
-2,010
Closed -$373K – 335
2025
Q4 		$373K Buy
2,010
+7
+0.3% +$1.31K 0.02% 233
2025
Q3 		$357K Buy
2,003
+7
+0.4% +$1.15K 0.02% 232
2025
Q2 		$307K Buy
1,996
+8
+0.4% +$1.2K 0.02% 250
2025
Q1 		$305K Sell
1,988
-1,792
-47% -$255K 0.02% 234
2024
Q4 		$476K Buy
3,780
+9
+0.2% +$1.18K 0.03% 185
2024
Q3 		$483K Buy
3,771
+10
+0.3% +$1.17K 0.03% 186
2024
Q2 		$392K Buy
3,761
+10
+0.3% +$980 0.03% 197
2024
Q1 		$351K Buy
3,751
+11
+0.3% +$996 0.03% 221
2023
Q4 		$337K Buy
3,740
+12
+0.3% +$1.04K 0.03% 220
2023
Q3 		$305K Buy
+3,728
New +$307K 0.03% 220
2019
Q4 		– Sell
-2,218
Closed -$201K – 244
2019
Q3 		$201K Buy
+2,218
New +$193K 0.04% 223
2015
Q2 		– Sell
-2,919
Closed -$226K – 224
2015
Q1 		$226K Buy
2,919
+29
+1% +$2.28K 0.08% 170
2014
Q4 		$219K Buy
+2,890
New +$206K 0.08% 169

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evanson Asset Management's WELL Position: Q1 2026 in Review

Evanson Asset Management sold out of Welltower (WELL) in Q1 2026, closing a stake of 2,010 shares — an estimated $373K sold.

Evanson Asset Management first reported a position in WELL in Q4 2014 and held it in 13 quarters. The position peaked at $483K in Q3 2024. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Evanson Asset Management reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Evanson Asset Management sold 2,010 Welltower shares in Q1 2026, an estimated $373K.
  • Evanson Asset Management first reported a position in Welltower in Q4 2014 and held it in 13 quarters.
  • Evanson Asset Management's Welltower position peaked at $483K in Q3 2024.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.