JSW
WELL icon

Journey Strategic Wealth’s Welltower WELL Stock Holding History

Journey Strategic Wealth’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 		$860K Buy
4,350
+1,306
+43% +$258K 0.02% 213
2025
Q4 		$565K Sell
3,044
-101
-3% -$18.9K 0.01% 279
2025
Q3 		$560K Buy
3,145
+734
+30% +$121K 0.02% 268
2025
Q2 		$371K Buy
+2,411
New +$360K 0.01% 366

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Journey Strategic Wealth's WELL Position: Q1 2026 in Review

Journey Strategic Wealth increased its Welltower (WELL) stake by 43% in Q1 2026, buying an estimated $258K and bringing the position to 4,350 shares worth $860K. The position accounts for 0.02% of the portfolio, ranked #213.

Journey Strategic Wealth first reported a position in WELL in Q2 2025 and has held it in 4 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Journey Strategic Wealth held 4,350 shares of Welltower worth $860K as of Q1 2026.
  • Journey Strategic Wealth bought 1,306 Welltower shares in Q1 2026, an estimated $258K.
  • Welltower made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #213 holding.
  • Journey Strategic Wealth first reported a position in Welltower in Q2 2025 and has held it in 4 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.