FC
WELL icon

Financial Consulate’s Welltower WELL Stock Holding History

Financial Consulate’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 		$36.7K Buy
186
+5
+3% +$988 ﹤0.01% 377
2025
Q4 		$33.7K Buy
+181
New +$33.8K ﹤0.01% 384

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

Financial Consulate's WELL Position: Q1 2026 in Review

Financial Consulate increased its Welltower (WELL) stake by 2.8% in Q1 2026, buying an estimated $988 and bringing the position to 186 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Financial Consulate first reported a position in WELL in Q4 2025 and has held it in 2 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Financial Consulate held 186 shares of Welltower worth $36.7K as of Q1 2026.
  • Financial Consulate bought 5 Welltower shares in Q1 2026, an estimated $988.
  • Welltower made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #377 holding.
  • Financial Consulate first reported a position in Welltower in Q4 2025 and has held it in 2 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.