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Greykasell Wealth Strategies’s Welltower WELL Stock Holding History

Greykasell Wealth Strategies’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 		$249K Buy
1,257
+83
+7% +$16.4K 0.1% 133
2025
Q4 		$218K Hold
1,174
– – 0.09% 140
2025
Q3 		$209K Buy
1,174
+23
+2% +$3.78K 0.09% 135
2025
Q2 		$177K Hold
1,151
– – 0.08% 135
2025
Q1 		$176K Buy
+1,151
New +$164K 0.09% 127

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Greykasell Wealth Strategies's WELL Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Welltower (WELL) stake by 7.1% in Q1 2026, buying an estimated $16.4K and bringing the position to 1,257 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #133.

Greykasell Wealth Strategies first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. 1,485 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Greykasell Wealth Strategies held 1,257 shares of Welltower worth $249K as of Q1 2026.
  • Greykasell Wealth Strategies bought 83 Welltower shares in Q1 2026, an estimated $16.4K.
  • Welltower made up 0.1% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #133 holding.
  • Greykasell Wealth Strategies first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • 1,485 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.