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Kestra Private Wealth Services’s Welltower WELL Stock Holding History

Kestra Private Wealth Services’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 		$8.17M Buy
41,342
+2,497
+6% +$493K 0.1% 229
2025
Q4 		$7.21M Buy
38,845
+5,766
+17% +$1.08M 0.09% 245
2025
Q3 		$5.89M Buy
33,079
+10
+0% +$1.64K 0.08% 269
2025
Q2 		$5.08M Buy
33,069
+4,189
+15% +$626K 0.07% 271
2025
Q1 		$4.42M Buy
28,880
+2,957
+11% +$421K 0.07% 271
2024
Q4 		$3.27M Buy
25,923
+720
+3% +$94.5K 0.06% 319
2024
Q3 		$3.23M Sell
25,203
-1,637
-6% -$191K 0.06% 313
2024
Q2 		$2.8M Buy
26,840
+5,946
+28% +$583K 0.06% 314
2024
Q1 		$1.95M Buy
+20,894
New +$1.89M 0.04% 375
2023
Q4 		– Sell
-4,409
Closed -$361K – 1298
2023
Q3 		$361K Buy
+4,409
New +$363K 0.01% 778
2020
Q4 		– Sell
-7,886
Closed -$434K – 783
2020
Q3 		$434K Buy
+7,886
New +$433K 0.04% 411

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

Kestra Private Wealth Services's WELL Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Welltower (WELL) stake by 6.4% in Q1 2026, buying an estimated $493K and bringing the position to 41,342 shares worth $8.17M. The position accounts for 0.1% of the portfolio, ranked #229.

Kestra Private Wealth Services first reported a position in WELL in Q3 2020 and has held it in 11 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Kestra Private Wealth Services held 41,342 shares of Welltower worth $8.17M as of Q1 2026.
  • Kestra Private Wealth Services bought 2,497 Welltower shares in Q1 2026, an estimated $493K.
  • Welltower made up 0.1% of Kestra Private Wealth Services's portfolio in Q1 2026, its #229 holding.
  • Kestra Private Wealth Services first reported a position in Welltower in Q3 2020 and has held it in 11 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.