InceptionR’s Welltower WELL Stock Holding History

InceptionR’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	–	Sell	-5,177	Closed	-$961K	–	931
2025 Q4	$961K	Buy	+5,177	New	+$967K	0.27%	116
2025 Q2	–	Sell	-1,599	Closed	-$245K	–	868
2025 Q1	$245K	Buy	+1,599	New	+$228K	0.07%	429
2024 Q3	–	Sell	-2,601	Closed	-$271K	–	894
2024 Q2	$271K	Sell	2,601 -4,197	-62%	-$411K	0.08%	435
2024 Q1	$635K	Buy	+6,798	New	+$616K	0.16%	243

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

InceptionR's WELL Position: Q1 2026 in Review

InceptionR sold out of Welltower (WELL) in Q1 2026, closing a stake of 5,177 shares — an estimated $961K sold.

InceptionR first reported a position in WELL in Q1 2024 and held it in 4 quarters. The position peaked at $961K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

InceptionR reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
InceptionR sold 5,177 Welltower shares in Q1 2026, an estimated $961K.
InceptionR first reported a position in Welltower in Q1 2024 and held it in 4 quarters.
InceptionR's Welltower position peaked at $961K in Q4 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.