Fortitude Family Office’s Welltower WELL Stock Holding History

Fortitude Family Office’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	$68.1K	Buy	300 +8	+3%	+$1.69K	0.01%	231
2026 Q1	$57.7K	Hold	292	–	–	0.01%	212
2025 Q4	$54.2K	Hold	292	–	–	0.01%	238
2025 Q3	$52K	Hold	292	–	–	0.01%	239
2025 Q2	$44.9K	Sell	292 -5	-2%	-$747	0.01%	260
2025 Q1	$45.5K	Hold	297	–	–	0.02%	242
2024 Q4	$37.4K	Buy	297 +8	+3%	+$1.05K	0.01%	316
2024 Q3	$37K	Buy	289 +78	+37%	+$9.1K	0.01%	294
2024 Q2	$22K	Sell	211 -15	-7%	-$1.47K	0.01%	292
2024 Q1	$21.1K	Buy	226 +35	+18%	+$3.17K	0.01%	267
2023 Q4	$17.2K	Buy	+191	New	+$16.6K	0.01%	325

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fortitude Family Office's WELL Position: Q2 2026 in Review

Fortitude Family Office increased its Welltower (WELL) stake by 2.7% in Q2 2026, buying an estimated $1.69K and bringing the position to 300 shares worth $68.1K. The position accounts for 0.01% of the portfolio, ranked #231.

Fortitude Family Office first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Fortitude Family Office held 300 shares of Welltower worth $68.1K as of Q2 2026.
Fortitude Family Office bought 8 Welltower shares in Q2 2026, an estimated $1.69K.
Welltower made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #231 holding.
Fortitude Family Office first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.