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Graves Light Lenhart Wealth’s Welltower WELL Stock Holding History

Graves Light Lenhart Wealth’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 		$254K Hold
1,120
– – 0.02% 177
2026
Q1 		$221K Hold
1,120
– – 0.02% 187
2025
Q4 		$208K Buy
+1,120
New +$209K 0.02% 184
2022
Q3 		– Sell
-657
Closed -$54K – 610
2022
Q2 		$54K Hold
657
– – 0.01% 298
2022
Q1 		$63K Hold
657
– – 0.01% 327
2021
Q4 		$56K Hold
657
– – 0.01% 384
2021
Q3 		$54K Hold
657
– – 0.01% 360
2021
Q2 		$55K Hold
657
– – 0.01% 364
2021
Q1 		$47K Hold
657
– – 0.01% 395
2020
Q4 		$42K Buy
+657
New +$39.9K 0.01% 398

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

Graves Light Lenhart Wealth's WELL Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its Welltower (WELL) position steady in Q2 2026 at 1,120 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #177.

Graves Light Lenhart Wealth first reported a position in WELL in Q4 2020 and has held it in 10 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Graves Light Lenhart Wealth held 1,120 shares of Welltower worth $254K as of Q2 2026.
  • Graves Light Lenhart Wealth left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #177 holding.
  • Graves Light Lenhart Wealth first reported a position in Welltower in Q4 2020 and has held it in 10 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.