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Global Wealth Strategies & Associates’s Welltower WELL Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-97
Closed -$19.2K – 475
2026
Q1 		$19.2K Sell
97
-3
-3% -$593 ﹤0.01% 251
2025
Q4 		$18.6K Sell
100
-100
-50% -$18.7K ﹤0.01% 246
2025
Q3 		$35.6K Buy
+200
New +$32.9K 0.01% 173

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

Global Wealth Strategies & Associates's WELL Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Welltower (WELL) in Q2 2026, closing a stake of 97 shares — an estimated $19.2K sold.

Global Wealth Strategies & Associates first reported a position in WELL in Q3 2025 and held it in 3 quarters. The position peaked at $35.6K in Q3 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 97 Welltower shares in Q2 2026, an estimated $19.2K.
  • Global Wealth Strategies & Associates first reported a position in Welltower in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Welltower position peaked at $35.6K in Q3 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.