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Evolve Private Wealth’s Welltower WELL Stock Holding History

Evolve Private 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
-5,595
Closed -$1.11M – 1243
2026
Q1 		$1.11M Sell
5,595
-21
-0.4% -$4.15K 0.06% 308
2025
Q4 		$1.04M Buy
+5,616
New +$1.05M 0.06% 283

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

Evolve Private Wealth's WELL Position: Q2 2026 in Review

Evolve Private Wealth sold out of Welltower (WELL) in Q2 2026, closing a stake of 5,595 shares — an estimated $1.11M sold.

Evolve Private Wealth first reported a position in WELL in Q4 2025 and held it in 2 quarters. The position peaked at $1.11M in Q1 2026. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Evolve Private Wealth reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 5,595 Welltower shares in Q2 2026, an estimated $1.11M.
  • Evolve Private Wealth first reported a position in Welltower in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Welltower position peaked at $1.11M in Q1 2026.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.