Intentional Wealth Strategies’s Welltower WELL Stock Holding History

Intentional 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	–	Sell	-395	Closed	-$78.1K	–	891
2026 Q1	$78.1K	Buy	+395	New	+$78.1K	0.07%	123

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Intentional Wealth Strategies sold out of Welltower (WELL) in Q2 2026, closing a stake of 395 shares — an estimated $78.1K sold.

Intentional Wealth Strategies first reported a position in WELL in Q1 2026 and held it in 1 quarter. The position peaked at $78.1K in Q1 2026. 1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Intentional Wealth Strategies reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 395 Welltower shares in Q2 2026, an estimated $78.1K.
Intentional Wealth Strategies first reported a position in Welltower in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Welltower position peaked at $78.1K in Q1 2026.
1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.