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GDS Wealth Management’s Welltower WELL Stock Holding History

GDS Wealth Management’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 		$18.6M Buy
82,071
+8,158
+11% +$1.72M 0.89% 51
2026
Q1 		$14.6M Buy
73,913
+6,085
+9% +$1.2M 0.88% 50
2025
Q4 		$12.6M Buy
67,828
+4,065
+6% +$759K 0.79% 49
2025
Q3 		$11.4M Buy
63,763
+7,699
+14% +$1.27M 0.75% 59
2025
Q2 		$8.62M Buy
56,064
+14,170
+34% +$2.12M 0.63% 69
2025
Q1 		$6.42M Buy
41,894
+14,991
+56% +$2.14M 0.55% 58
2024
Q4 		$3.39M Buy
26,903
+23,489
+688% +$3.08M 0.31% 64
2024
Q3 		$437K Buy
+3,414
New +$398K 0.04% 117

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GDS Wealth Management's WELL Position: Q2 2026 in Review

GDS Wealth Management increased its Welltower (WELL) stake by 11% in Q2 2026, buying an estimated $1.72M and bringing the position to 82,071 shares worth $18.6M. The position accounts for 0.89% of the portfolio, ranked #51.

GDS Wealth Management first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • GDS Wealth Management held 82,071 shares of Welltower worth $18.6M as of Q2 2026.
  • GDS Wealth Management bought 8,158 Welltower shares in Q2 2026, an estimated $1.72M.
  • Welltower made up 0.89% of GDS Wealth Management's portfolio in Q2 2026, its #51 holding.
  • GDS Wealth Management first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.