FWI
WELL icon

Facet Wealth Inc’s Welltower WELL Stock Holding History

Facet Wealth Inc’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 		$419K Sell
2,118
-365
-15% -$72.1K 0.01% 194
2025
Q4 		$457K Buy
2,483
+1,080
+77% +$202K 0.01% 166
2025
Q3 		$250K Buy
1,403
+124
+10% +$20.4K 0.01% 188
2025
Q2 		$211K Buy
+1,279
New +$191K ﹤0.01% 171

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

Facet Wealth Inc's WELL Position: Q1 2026 in Review

Facet Wealth Inc reduced its Welltower (WELL) stake by 15% in Q1 2026, selling an estimated $72.1K and leaving 2,118 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #194.

Facet Wealth Inc first reported a position in WELL in Q2 2025 and has held it in 4 quarters since. The position peaked at $457K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Facet Wealth Inc held 2,118 shares of Welltower worth $419K as of Q1 2026.
  • Facet Wealth Inc sold 365 Welltower shares in Q1 2026, an estimated $72.1K.
  • Welltower made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #194 holding.
  • Facet Wealth Inc first reported a position in Welltower in Q2 2025 and has held it in 4 quarters since.
  • Facet Wealth Inc's Welltower position peaked at $457K in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.