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Evergreen Wealth Solutions’s Welltower WELL Stock Holding History

Evergreen Wealth 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 		$651K Buy
2,776
+279
+11% +$59K 0.03% 269
2026
Q1 		$494K Buy
+2,497
New +$493K 0.03% 251

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

Evergreen Wealth Solutions's WELL Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Welltower (WELL) stake by 11% in Q2 2026, buying an estimated $59K and bringing the position to 2,776 shares worth $651K. The position accounts for 0.03% of the portfolio, ranked #269.

Evergreen Wealth Solutions first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Evergreen Wealth Solutions held 2,776 shares of Welltower worth $651K as of Q2 2026.
  • Evergreen Wealth Solutions bought 279 Welltower shares in Q2 2026, an estimated $59K.
  • Welltower made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #269 holding.
  • Evergreen Wealth Solutions first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.