EW
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Evoke Wealth’s Welltower WELL Stock Holding History

Evoke Wealth’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 		– Sell
-2,423
Closed -$479K – 671
2026
Q1 		$479K Sell
2,423
-114
-4% -$22.5K 0.01% 417
2025
Q4 		$471K Sell
2,537
-590
-19% -$110K 0.01% 409
2025
Q3 		$557K Buy
3,127
+498
+19% +$81.9K 0.01% 335
2025
Q2 		$404K Buy
2,629
+504
+24% +$75.3K 0.01% 389
2025
Q1 		$326K Buy
2,125
+37
+2% +$5.27K 0.01% 337
2024
Q4 		$263K Buy
2,088
+53
+3% +$6.96K 0.01% 367
2024
Q3 		$261K Buy
+2,035
New +$237K 0.01% 356
2022
Q4 		– Sell
-1,179
Closed -$76K – 1139
2022
Q3 		$76K Buy
1,179
+94
+9% +$7.35K ﹤0.01% 458
2022
Q2 		$89K Sell
1,085
-4
-0.4% -$356 ﹤0.01% 428
2022
Q1 		$105K Sell
1,089
-107
-9% -$9.29K ﹤0.01% 427
2021
Q4 		$103K Hold
1,196
– – ﹤0.01% 445
2021
Q3 		$98K Hold
1,196
– – ﹤0.01% 428
2021
Q2 		$99K Sell
1,196
-55
-4% -$4.21K ﹤0.01% 439
2021
Q1 		$90K Buy
1,251
+1,043
+501% +$70K ﹤0.01% 390
2020
Q4 		$13K Sell
208
-23
-10% -$1.4K ﹤0.01% 548
2020
Q3 		$13K Sell
231
-359
-61% -$19.7K ﹤0.01% 526
2020
Q2 		$31K Sell
590
-817
-58% -$40.2K ﹤0.01% 410
2020
Q1 		$64.4K Sell
1,407
-2,935
-68% -$217K 0.01% 314
2019
Q4 		$355K Sell
4,342
-461
-10% -$39.5K 0.05% 150
2019
Q3 		$435K Buy
+4,803
New +$418K 0.05% 159

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

Evoke Wealth's WELL Position: Q2 2026 in Review

Evoke Wealth sold out of Welltower (WELL) in Q2 2026, closing a stake of 2,423 shares — an estimated $479K sold.

Evoke Wealth first reported a position in WELL in Q3 2019 and held it in 20 quarters. The position peaked at $557K in Q3 2025. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Evoke Wealth reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,423 Welltower shares in Q2 2026, an estimated $479K.
  • Evoke Wealth first reported a position in Welltower in Q3 2019 and held it in 20 quarters.
  • Evoke Wealth's Welltower position peaked at $557K in Q3 2025.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.