FP
WELL icon

Financial Perspectives’s Welltower WELL Stock Holding History

Financial Perspectives’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
Q2 		$44.7K Sell
197
-26
-12% -$5.5K 0.01% 348
2026
Q1 		$44.1K Sell
223
-8
-3% -$1.58K 0.01% 327
2025
Q4 		$42.9K Sell
231
-21
-8% -$3.92K 0.01% 330
2025
Q3 		$44.9K Sell
252
-32
-11% -$5.26K 0.01% 327
2025
Q2 		$43.7K Sell
284
-75
-21% -$11.2K 0.01% 326
2025
Q1 		$55K Sell
359
-216
-38% -$30.8K 0.02% 288
2024
Q4 		$72.5K Buy
575
+359
+166% +$47.1K 0.02% 259
2024
Q3 		$27.7K Hold
216
– – 0.01% 347
2024
Q2 		$22.5K Hold
216
– – 0.01% 367
2024
Q1 		$20.2K Hold
216
– – 0.01% 377
2023
Q4 		$19.5K Hold
216
– – 0.01% 382
2023
Q3 		$17.7K Hold
216
– – 0.01% 373
2023
Q2 		$17.5K Hold
216
– – 0.01% 378
2023
Q1 		$15.5K Hold
216
– – 0.01% 392
2022
Q4 		$14.2K Hold
216
– – 0.01% 397
2022
Q3 		$13.9K Hold
216
– – 0.01% 397
2022
Q2 		$17.8K Hold
216
– – 0.01% 369
2022
Q1 		$20.8K Hold
216
– – 0.01% 368
2021
Q4 		$18.5K Hold
216
– – 0.01% 364
2021
Q3 		$17.8K Hold
216
– – 0.01% 368
2021
Q2 		$17.9K Sell
216
-15,256
-99% -$1.17M 0.01% 390
2021
Q1 		$216K Buy
15,472
+15,256
+7,063% +$1.02M 0.01% 393
2020
Q4 		$14K Hold
216
– – 0.01% 370
2020
Q3 		$11.9K Hold
216
– – 0.01% 352
2020
Q2 		$11.2K Hold
216
– – 0.01% 337
2020
Q1 		$9.89K Hold
216
– – 0.01% 327
2019
Q4 		$17.7K Buy
+216
New +$18.5K 0.01% 273

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Perspectives's WELL Position: Q2 2026 in Review

Financial Perspectives reduced its Welltower (WELL) stake by 12% in Q2 2026, selling an estimated $5.5K and leaving 197 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #348.

Financial Perspectives first reported a position in WELL in Q4 2019 and has held it in 27 quarters since. The position peaked at $216K in Q1 2021. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Financial Perspectives held 197 shares of Welltower worth $44.7K as of Q2 2026.
  • Financial Perspectives sold 26 Welltower shares in Q2 2026, an estimated $5.5K.
  • Welltower made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #348 holding.
  • Financial Perspectives first reported a position in Welltower in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Welltower position peaked at $216K in Q1 2021.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.