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Golden State Equity Partners’s Welltower WELL Stock Holding History

Golden State Equity Partners’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
Q1 		$668K Buy
3,379
+842
+33% +$166K 0.05% 375
2025
Q4 		$471K Buy
2,537
+174
+7% +$32.5K 0.08% 292
2025
Q3 		$421K Buy
2,363
+152
+7% +$25K 0.07% 294
2025
Q2 		$340K Buy
2,211
+331
+18% +$49.5K 0.06% 316
2025
Q1 		$288K Sell
1,880
-390
-17% -$55.6K 0.06% 346
2024
Q4 		$286K Buy
2,270
+664
+41% +$87.2K 0.05% 347
2024
Q3 		$206K Sell
1,606
-1,175
-42% -$137K 0.11% 179
2024
Q2 		$290K Buy
+2,781
New +$273K 0.06% 329

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Golden State Equity Partners's WELL Position: Q1 2026 in Review

Golden State Equity Partners increased its Welltower (WELL) stake by 33% in Q1 2026, buying an estimated $166K and bringing the position to 3,379 shares worth $668K. The position accounts for 0.05% of the portfolio, ranked #375.

Golden State Equity Partners first reported a position in WELL in Q2 2024 and has held it in 8 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Golden State Equity Partners held 3,379 shares of Welltower worth $668K as of Q1 2026.
  • Golden State Equity Partners bought 842 Welltower shares in Q1 2026, an estimated $166K.
  • Welltower made up 0.05% of Golden State Equity Partners's portfolio in Q1 2026, its #375 holding.
  • Golden State Equity Partners first reported a position in Welltower in Q2 2024 and has held it in 8 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.