Financial Gravity Asset Management’s Welltower WELL Stock Holding History

Financial Gravity Asset Management’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	$989	Hold	5	–	–	﹤0.01%	757
2025 Q4	$928	Sell	5 -1	-17%	-$187	﹤0.01%	631
2025 Q3	$1.07K	Buy	+6	New	+$986	﹤0.01%	802
2025 Q1	$766	Buy	+5	New	+$712	﹤0.01%	898
2024 Q2	$521	Sell	5 -29	-85%	-$2.84K	﹤0.01%	907
2024 Q1	$3.16K	Sell	34 -433	-93%	-$39.2K	﹤0.01%	975
2023 Q4	$16.9K	Buy	467 +8	+2%	+$694	﹤0.01%	708
2023 Q3	$16K	Buy	+459	New	+$37.8K	﹤0.01%	559
2023 Q1	–	Sell	-66	Closed	-$5.22K	–	1682
2022 Q4	$5.22K	Buy	+66	New	+$4.24K	0.03%	388
2020 Q1	–	Sell	-114	Closed	-$9K	–	1377
2019 Q4	$9K	Sell	114 -2	-2%	-$171	0.01%	1212
2019 Q3	$10K	Sell	116 -67	-37%	-$5.83K	0.01%	613
2019 Q2	$15K	Buy	183 +6	+3%	+$472	0.01%	520
2019 Q1	$14K	Buy	+177	New	+$13.3K	0.01%	497
2018 Q3	$0	Sell	4 -104	-96%	-$6.72K	﹤0.01%	1641
2018 Q2	$7K	Buy	+108	New	+$6.02K	0.01%	665

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 $3.37T AUM 44.26% 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

Financial Gravity Asset Management's WELL Position: Q1 2026 in Review

Financial Gravity Asset Management held its Welltower (WELL) position steady in Q1 2026 at 5 shares worth $989. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Financial Gravity Asset Management first reported a position in WELL in Q2 2018 and has held it in 15 quarters since. The position peaked at $16.9K in Q4 2023. 1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Financial Gravity Asset Management held 5 shares of Welltower worth $989 as of Q1 2026.
Financial Gravity Asset Management left its Welltower share count unchanged in Q1 2026.
Welltower made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #757 holding.
Financial Gravity Asset Management first reported a position in Welltower in Q2 2018 and has held it in 15 quarters since.
Financial Gravity Asset Management's Welltower position peaked at $16.9K in Q4 2023.
1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.