Fairway Wealth’s Welltower WELL Stock Holding History

Fairway 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	-10	Closed	-$1.86K	–	269
2025 Q4	$1.86K	Buy	+10	New	+$1.87K	﹤0.01%	211
2024 Q3	–	Sell	-99	Closed	-$10.3K	–	366
2024 Q2	$10.3K	Buy	+99	New	+$9.7K	0.01%	136

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

Fairway Wealth's WELL Position: Q1 2026 in Review

Fairway Wealth sold out of Welltower (WELL) in Q1 2026, closing a stake of 10 shares — an estimated $1.86K sold.

Fairway Wealth first reported a position in WELL in Q2 2024 and held it in 2 quarters. The position peaked at $10.3K in Q2 2024. 1,495 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Fairway Wealth reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Fairway Wealth sold 10 Welltower shares in Q1 2026, an estimated $1.86K.
Fairway Wealth first reported a position in Welltower in Q2 2024 and held it in 2 quarters.
Fairway Wealth's Welltower position peaked at $10.3K in Q2 2024.
1,495 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Fairway Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.