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Flagship Wealth Advisors’s Welltower WELL Stock Holding History

Flagship Wealth 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 		$110K Buy
715
+15
+2% +$2.96K 0.05% 139
2025
Q4 		$130K Sell
700
-15
-2% -$2.8K 0.04% 148
2025
Q3 		$127K Hold
715
– – 0.04% 146
2025
Q2 		$110K Hold
715
– – 0.04% 151
2025
Q1 		$110K Hold
715
– – 0.05% 147
2024
Q4 		$90.1K Buy
+715
New +$93.9K 0.05% 146

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

Flagship Wealth Advisors's WELL Position: Q1 2026 in Review

Flagship Wealth Advisors increased its Welltower (WELL) stake by 2.1% in Q1 2026, buying an estimated $2.96K and bringing the position to 715 shares worth $110K. The position accounts for 0.05% of the portfolio, ranked #139.

Flagship Wealth Advisors first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. The position peaked at $130K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Flagship Wealth Advisors held 715 shares of Welltower worth $110K as of Q1 2026.
  • Flagship Wealth Advisors bought 15 Welltower shares in Q1 2026, an estimated $2.96K.
  • Welltower made up 0.05% of Flagship Wealth Advisors's portfolio in Q1 2026, its #139 holding.
  • Flagship Wealth Advisors first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Welltower position peaked at $130K in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.