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Keebeck Wealth Management’s Welltower WELL Stock Holding History

Keebeck 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 		$353K Buy
1,787
+600
+51% +$119K 0.04% 283
2025
Q4 		$220K Buy
1,187
+24
+2% +$4.48K 0.03% 349
2025
Q3 		$207K Buy
+1,163
New +$191K 0.02% 348
2020
Q3 		– Sell
-844
Closed -$43K – 361
2020
Q2 		$43K Buy
+844
New +$41.5K 0.01% 235
2020
Q1 		– Sell
-844
Closed -$69K – 328
2019
Q4 		$69K Buy
+844
New +$72.3K 0.02% 201

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

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

Keebeck Wealth Management increased its Welltower (WELL) stake by 51% in Q1 2026, buying an estimated $119K and bringing the position to 1,787 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #283.

Keebeck Wealth Management first reported a position in WELL in Q4 2019 and has held it in 5 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Keebeck Wealth Management held 1,787 shares of Welltower worth $353K as of Q1 2026.
  • Keebeck Wealth Management bought 600 Welltower shares in Q1 2026, an estimated $119K.
  • Welltower made up 0.04% of Keebeck Wealth Management's portfolio in Q1 2026, its #283 holding.
  • Keebeck Wealth Management first reported a position in Welltower in Q4 2019 and has held it in 5 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.