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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
Q2 		$280K Sell
1,234
-23
-2% -$4.86K 0.1% 126
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
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 $3.38T AUM 44.17% 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

Greykasell Wealth Strategies's WELL Position: Q2 2026 in Review

Greykasell Wealth Strategies reduced its Welltower (WELL) stake by 1.8% in Q2 2026, selling an estimated $4.86K and leaving 1,234 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #126.

Greykasell Wealth Strategies first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Greykasell Wealth Strategies held 1,234 shares of Welltower worth $280K as of Q2 2026.
  • Greykasell Wealth Strategies sold 23 Welltower shares in Q2 2026, an estimated $4.86K.
  • Welltower made up 0.1% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #126 holding.
  • Greykasell Wealth Strategies first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.