Fourth Dimension Wealth’s Welltower WELL Stock Holding History

Fourth Dimension Wealth’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	$21.9K	Sell	111 -1,660	-94%	-$328K	0.01%	306
2025 Q4	$329K	Buy	1,771 +6	+0.3%	+$1.12K	0.12%	96
2025 Q3	$314K	Buy	1,765 +7	+0.4%	+$1.15K	0.12%	96
2025 Q2	$270K	Buy	1,758 +1,647	+1,484%	+$246K	0.11%	103
2025 Q1	$17K	Hold	111	–	–	0.01%	340
2024 Q4	$14K	Buy	+111	New	+$14.6K	0.01%	374

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

Fourth Dimension Wealth's WELL Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its Welltower (WELL) stake by 94% in Q1 2026, selling an estimated $328K and leaving 111 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #306.

Fourth Dimension Wealth first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. The position peaked at $329K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Fourth Dimension Wealth held 111 shares of Welltower worth $21.9K as of Q1 2026.
Fourth Dimension Wealth sold 1,660 Welltower shares in Q1 2026, an estimated $328K.
Welltower made up 0.01% of Fourth Dimension Wealth's portfolio in Q1 2026, its #306 holding.
Fourth Dimension Wealth first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's Welltower position peaked at $329K in Q4 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.