Inlight Wealth Management’s Welltower WELL Stock Holding History

Inlight 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 Q1	–	Sell	-720	Closed	-$134K	–	223
2025 Q4	$134K	Hold	720	–	–	0.05%	63
2025 Q3	$128K	Hold	720	–	–	0.06%	64
2025 Q2	$111K	Hold	720	–	–	0.06%	70
2025 Q1	$110K	Buy	+720	New	+$103K	0.07%	65

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

Inlight Wealth Management's WELL Position: Q1 2026 in Review

Inlight Wealth Management sold out of Welltower (WELL) in Q1 2026, closing a stake of 720 shares — an estimated $134K sold.

Inlight Wealth Management first reported a position in WELL in Q1 2025 and held it in 4 quarters. The position peaked at $134K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Inlight Wealth Management reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Inlight Wealth Management sold 720 Welltower shares in Q1 2026, an estimated $134K.
Inlight Wealth Management first reported a position in Welltower in Q1 2025 and held it in 4 quarters.
Inlight Wealth Management's Welltower position peaked at $134K in Q4 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.