Global Retirement Partners’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.28M | Buy |
+14,473
| New | +$3.06M | 0.05% | 345 |
|
|
2025
Q4 | $2.3M | Buy |
12,412
+7,798
| +169% | +$1.46M | 0.04% | 396 |
|
|
2025
Q3 | $822K | Buy |
4,614
+135
| +3% | +$22.2K | 0.02% | 603 |
|
|
2025
Q2 | $688K | Buy |
+4,479
| New | +$669K | 0.02% | 613 |
|
|
2024
Q4 | $544K | Sell |
4,315
-176
| -4% | -$23.1K | 0.02% | 605 |
|
|
2024
Q3 | $575K | Sell |
4,491
-3,254
| -42% | -$380K | 0.02% | 595 |
|
|
2024
Q2 | $807K | Buy |
7,745
+278
| +4% | +$27.2K | 0.03% | 479 |
|
|
2024
Q1 | $698K | Sell |
7,467
-379
| -5% | -$34.3K | 0.03% | 447 |
|
|
2023
Q4 | $716K | Sell |
7,846
-237
| -3% | -$20.6K | 0.03% | 413 |
|
|
2023
Q3 | $660K | Buy |
8,083
+178
| +2% | +$14.6K | 0.03% | 377 |
|
|
2023
Q2 | $639K | Buy |
7,905
+98
| +1% | +$7.55K | 0.03% | 398 |
|
|
2023
Q1 | $605K | Buy |
7,807
+2,548
| +48% | +$185K | 0.03% | 390 |
|
|
2022
Q4 | $345K | Buy |
5,259
+134
| +3% | +$8.62K | 0.02% | 442 |
|
|
2022
Q3 | $313K | Sell |
5,125
-168
| -3% | -$13.1K | 0.02% | 454 |
|
|
2022
Q2 | $436K | Buy |
5,293
+2
| +0% | +$178 | 0.04% | 377 |
|
|
2022
Q1 | $468K | Buy |
+5,291
| New | +$460K | 0.04% | 369 |
|
|
2021
Q4 | – | Sell |
-1,033
| Closed | -$85K | – | 1806 |
|
|
2021
Q3 | $85K | Sell |
1,033
-320
| -24% | -$27.5K | 0.01% | 699 |
|
|
2021
Q2 | $112K | Sell |
1,353
-3,847
| -74% | -$294K | 0.01% | 605 |
|
|
2021
Q1 | $372K | Buy |
5,200
+183
| +4% | +$12.3K | 0.04% | 309 |
|
|
2020
Q4 | $324K | Sell |
5,017
-17
| -0.3% | -$1.03K | 0.04% | 306 |
|
|
2020
Q3 | $277K | Buy |
5,034
+220
| +5% | +$12.1K | 0.04% | 308 |
|
|
2020
Q2 | $249K | Buy |
4,814
+615
| +15% | +$30.2K | 0.04% | 317 |
|
|
2020
Q1 | $192K | Sell |
4,199
-728
| -15% | -$53.7K | 0.04% | 323 |
|
|
2019
Q4 | $403K | Buy |
4,927
+224
| +5% | +$19.2K | 0.06% | 263 |
|
|
2019
Q3 | $426K | Buy |
4,703
+950
| +25% | +$82.7K | 0.07% | 235 |
|
|
2019
Q2 | $306K | Sell |
3,753
-12
| -0.3% | -$943 | 0.06% | 266 |
|
|
2019
Q1 | $292K | Sell |
3,765
-241
| -6% | -$18.1K | 0.07% | 231 |
|
|
2018
Q4 | $278K | Sell |
4,006
-98
| -2% | -$6.67K | 0.07% | 238 |
|
|
2018
Q3 | $264K | Buy |
4,104
+244
| +6% | +$15.8K | 0.06% | 258 |
|
|
2018
Q2 | $242K | Buy |
3,860
+213
| +6% | +$11.9K | 0.06% | 257 |
|
|
2018
Q1 | $199K | Buy |
3,647
+978
| +37% | +$55.2K | 0.05% | 276 |
|
|
2017
Q4 | $170K | Buy |
2,669
+277
| +12% | +$18.6K | 0.05% | 279 |
|
|
2017
Q3 | $168K | Buy |
2,392
+473
| +25% | +$34.4K | 0.07% | 247 |
|
|
2017
Q2 | $144K | Buy |
1,919
+457
| +31% | +$33.4K | 0.07% | 251 |
|
|
2017
Q1 | $104K | Buy |
1,462
+609
| +71% | +$41.1K | 0.06% | 269 |
|
|
2016
Q4 | $57K | Buy |
+853
| New | +$56.5K | 0.04% | 334 |
|
Other funds holding WELL
Global Retirement Partners's WELL Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Welltower (WELL) in Q2 2026: 14,473 shares worth $3.28M. The stake represents 0.05% of the portfolio and ranks #345 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WELL as recently as Q4 2025.
Global Retirement Partners first reported a position in WELL in Q4 2016 and has held it in 36 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Global Retirement Partners held 14,473 shares of Welltower worth $3.28M as of Q2 2026.
- Welltower was a new Global Retirement Partners position in Q2 2026.
- Welltower made up 0.05% of Global Retirement Partners's portfolio in Q2 2026, its #345 holding.
- Global Retirement Partners first reported a position in Welltower in Q4 2016 and has held it in 36 quarters since.
- 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.