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Garton & Associates Financial Advisors’s Welltower WELL Stock Holding History

Garton & Associates Financial 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 		– Sell
-419
Closed -$77.7K – 699
2025
Q4 		$77.7K Buy
+419
New +$78.3K 0.04% 291

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Garton & Associates Financial Advisors's WELL Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Welltower (WELL) in Q1 2026, closing a stake of 419 shares — an estimated $77.7K sold.

Garton & Associates Financial Advisors first reported a position in WELL in Q4 2025 and held it in 1 quarter. The position peaked at $77.7K in Q4 2025. 1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 419 Welltower shares in Q1 2026, an estimated $77.7K.
  • Garton & Associates Financial Advisors first reported a position in Welltower in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Welltower position peaked at $77.7K in Q4 2025.
  • 1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.