GoalVest Advisory’s Welltower WELL Stock Holding History

GoalVest Advisory’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 Q3	$1.38K	Hold	6	–	–	﹤0.01%	672
2026 Q2	$1.36K	Buy	+6	New	+$1.27K	﹤0.01%	475
2025 Q2	–	Sell	-10	Closed	-$1.53K	–	528
2025 Q1	$1.53K	Buy	+10	New	+$1.42K	﹤0.01%	315
2022 Q2	–	Sell	-10	Closed	-$1K	–	546
2022 Q1	$1K	Buy	+10	New	+$869	﹤0.01%	371
2021 Q2	$451K	Sell	5,432 -5,090	-48%	-$390K	0.28%	90
2021 Q1	$754K	Buy	10,522 +5,732	+120%	+$385K	0.56%	59
2020 Q4	$310K	Buy	+4,790	New	+$291K	0.26%	85

Other funds holding WELL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

GoalVest Advisory's WELL Position: Q3 2026 in Review

GoalVest Advisory held its Welltower (WELL) position steady in Q3 2026 at 6 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

GoalVest Advisory first reported a position in WELL in Q4 2020 and has held it in 7 quarters since. The position peaked at $754K in Q1 2021. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

GoalVest Advisory held 6 shares of Welltower worth $1.38K as of Q3 2026.
GoalVest Advisory left its Welltower share count unchanged in Q3 2026.
Welltower made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #672 holding.
GoalVest Advisory first reported a position in Welltower in Q4 2020 and has held it in 7 quarters since.
GoalVest Advisory's Welltower position peaked at $754K in Q1 2021.
1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.