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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
Q2 		– Sell
-3,379
Closed -$668K – 1743
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 Sell
2,270
-1,614
-42% -$212K 0.05% 347
2024
Q3 		$497K Buy
3,884
+1,103
+40% +$129K 0.08% 255
2024
Q2 		$290K Buy
+2,781
New +$273K 0.06% 329

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

Golden State Equity Partners's WELL Position: Q2 2026 in Review

Golden State Equity Partners sold out of Welltower (WELL) in Q2 2026, closing a stake of 3,379 shares — an estimated $668K sold.

Golden State Equity Partners first reported a position in WELL in Q2 2024 and held it in 8 quarters. The position peaked at $668K in Q1 2026. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Golden State Equity Partners reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 3,379 Welltower shares in Q2 2026, an estimated $668K.
  • Golden State Equity Partners first reported a position in Welltower in Q2 2024 and held it in 8 quarters.
  • Golden State Equity Partners's Welltower position peaked at $668K in Q1 2026.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.