Golden State Wealth Management’s Welltower WELL Stock Holding History

Golden State Wealth Management’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	$74.9K	Sell	329 -335	-50%	-$70.8K	0.01%	637
2026 Q1	$131K	Buy	664 +1	+0.2%	+$198	0.01%	455
2025 Q4	$123K	Hold	663	–	–	0.01%	475
2025 Q3	$118K	Hold	663	–	–	0.01%	473
2025 Q2	$102K	Buy	663 +1	+0.2%	+$149	0.01%	475
2025 Q1	$102K	Sell	662 -11	-2%	-$1.57K	0.02%	440
2024 Q4	$84.8K	Buy	+673	New	+$88.3K	0.01%	462
2020 Q2	–	Sell	-1,098	Closed	-$50K	–	916
2020 Q1	$50K	Buy	+1,098	New	+$81K	0.02%	362
2019 Q4	–	Sell	-699	Closed	-$63K	–	958
2019 Q3	$63K	Buy	699 +40	+6%	+$3.48K	0.02%	381
2019 Q2	$53K	Sell	659 -30	-4%	-$2.36K	0.02%	445
2019 Q1	$53K	Buy	+689	New	+$51.7K	0.02%	426

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Golden State Wealth Management's WELL Position: Q2 2026 in Review

Golden State Wealth Management reduced its Welltower (WELL) stake by 50% in Q2 2026, selling an estimated $70.8K and leaving 329 shares worth $74.9K. The position accounts for 0.01% of the portfolio, ranked #637.

Golden State Wealth Management first reported a position in WELL in Q1 2019 and has held it in 11 quarters since. The position peaked at $131K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Golden State Wealth Management held 329 shares of Welltower worth $74.9K as of Q2 2026.
Golden State Wealth Management sold 335 Welltower shares in Q2 2026, an estimated $70.8K.
Welltower made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #637 holding.
Golden State Wealth Management first reported a position in Welltower in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Welltower position peaked at $131K in Q1 2026.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.