First Foundation Advisors’s Welltower WELL Stock Holding History

First Foundation Advisors’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	$465K	Buy	2,353 +390	+20%	+$77.1K	0.02%	248
2025 Q4	$364K	Buy	+1,963	New	+$367K	0.01%	259
2024 Q3	–	Sell	-245	Closed	-$25.5K	–	447
2024 Q2	$25.5K	Buy	+245	New	+$24K	﹤0.01%	415
2024 Q1	–	Sell	-303	Closed	-$27.3K	–	458
2023 Q4	$27.3K	Buy	+303	New	+$26.3K	﹤0.01%	423

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Foundation Advisors's WELL Position: Q1 2026 in Review

First Foundation Advisors increased its Welltower (WELL) stake by 20% in Q1 2026, buying an estimated $77.1K and bringing the position to 2,353 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #248.

First Foundation Advisors first reported a position in WELL in Q4 2023 and has held it in 4 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

First Foundation Advisors held 2,353 shares of Welltower worth $465K as of Q1 2026.
First Foundation Advisors bought 390 Welltower shares in Q1 2026, an estimated $77.1K.
Welltower made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #248 holding.
First Foundation Advisors first reported a position in Welltower in Q4 2023 and has held it in 4 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.