Expressive Wealth’s Welltower WELL Stock Holding History

Expressive 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 Q1	–	Sell	-2,036	Closed	-$378K	–	167
2025 Q4	$378K	Buy	+2,036	New	+$380K	0.41%	83

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Expressive Wealth's WELL Position: Q1 2026 in Review

Expressive Wealth sold out of Welltower (WELL) in Q1 2026, closing a stake of 2,036 shares — an estimated $378K sold.

Expressive Wealth first reported a position in WELL in Q4 2025 and held it in 1 quarter. The position peaked at $378K in Q4 2025. 1,495 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Expressive Wealth reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Expressive Wealth sold 2,036 Welltower shares in Q1 2026, an estimated $378K.
Expressive Wealth first reported a position in Welltower in Q4 2025 and held it in 1 quarter.
Expressive Wealth's Welltower position peaked at $378K in Q4 2025.
1,495 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Expressive Wealth's 13F filing for Q1 2026, filed 11 May 2026.