GM
WELL icon

GeoWealth Management’s Welltower WELL Stock Holding History

GeoWealth 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 		$8.99M Buy
39,630
+1,571
+4% +$332K 0.28% 49
2026
Q1 		$7.52M Sell
38,059
-11,714
-24% -$2.31M 0.27% 47
2025
Q4 		$9.24M Buy
49,773
+2,537
+5% +$474K 0.34% 39
2025
Q3 		$8.41M Buy
47,236
+1,192
+3% +$196K 0.31% 42
2025
Q2 		$7.08M Sell
46,044
-1,318
-3% -$197K 0.28% 46
2025
Q1 		$7.26M Buy
47,362
+1,909
+4% +$272K 0.29% 46
2024
Q4 		$5.73M Buy
45,453
+13,392
+42% +$1.76M 0.19% 88
2024
Q3 		$4.1M Buy
32,061
+4,959
+18% +$579K 0.14% 116
2024
Q2 		$2.83M Buy
27,102
+9,150
+51% +$897K 0.12% 123
2024
Q1 		$1.68M Buy
17,952
+13,926
+346% +$1.26M 0.06% 201
2023
Q4 		$363K Buy
+4,026
New +$349K 0.03% 383

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

GeoWealth Management's WELL Position: Q2 2026 in Review

GeoWealth Management increased its Welltower (WELL) stake by 4.1% in Q2 2026, buying an estimated $332K and bringing the position to 39,630 shares worth $8.99M. The position accounts for 0.28% of the portfolio, ranked #49.

GeoWealth Management first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.24M in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • GeoWealth Management held 39,630 shares of Welltower worth $8.99M as of Q2 2026.
  • GeoWealth Management bought 1,571 Welltower shares in Q2 2026, an estimated $332K.
  • Welltower made up 0.28% of GeoWealth Management's portfolio in Q2 2026, its #49 holding.
  • GeoWealth Management first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's Welltower position peaked at $9.24M in Q4 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.