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Greenwich Wealth Management’s Welltower WELL Stock Holding History

Greenwich 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 		– Sell
-1,081
Closed -$214K – 327
2026
Q1 		$214K Hold
1,081
– – 0.01% 278
2025
Q4 		$201K Buy
+1,081
New +$202K 0.01% 273

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

Greenwich Wealth Management's WELL Position: Q2 2026 in Review

Greenwich Wealth Management sold out of Welltower (WELL) in Q2 2026, closing a stake of 1,081 shares — an estimated $214K sold.

Greenwich Wealth Management first reported a position in WELL in Q4 2025 and held it in 2 quarters. The position peaked at $214K in Q1 2026. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Greenwich Wealth Management reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Greenwich Wealth Management sold 1,081 Welltower shares in Q2 2026, an estimated $214K.
  • Greenwich Wealth Management first reported a position in Welltower in Q4 2025 and held it in 2 quarters.
  • Greenwich Wealth Management's Welltower position peaked at $214K in Q1 2026.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.