Lake Street Private Wealth’s Welltower WELL Stock Holding History

Lake Street Private 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 Q2	$731K	Buy	3,221 +54	+2%	+$11.4K	0.08%	141
2026 Q1	$626K	Sell	3,167 -276	-8%	-$54.5K	0.08%	147
2025 Q4	$639K	Buy	3,443 +3	+0.1%	+$560	0.08%	151
2025 Q3	$613K	Sell	3,440 -19	-0.5%	-$3.12K	0.08%	148
2025 Q2	$532K	Buy	3,459 +121	+4%	+$18.1K	0.08%	149
2025 Q1	$511K	Sell	3,338 -80	-2%	-$11.4K	0.08%	152
2024 Q4	$431K	Hold	3,418	–	–	0.07%	161
2024 Q3	$438K	Sell	3,418 -147	-4%	-$17.2K	0.07%	173
2024 Q2	$372K	Sell	3,565 -41	-1%	-$4.02K	0.05%	247
2024 Q1	$337K	Sell	3,606 -27	-0.7%	-$2.44K	0.05%	250
2023 Q4	$328K	Buy	+3,633	New	+$315K	0.05%	246

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Lake Street Private Wealth's WELL Position: Q2 2026 in Review

Lake Street Private Wealth increased its Welltower (WELL) stake by 1.7% in Q2 2026, buying an estimated $11.4K and bringing the position to 3,221 shares worth $731K. The position accounts for 0.08% of the portfolio, ranked #141.

Lake Street Private Wealth first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Lake Street Private Wealth held 3,221 shares of Welltower worth $731K as of Q2 2026.
Lake Street Private Wealth bought 54 Welltower shares in Q2 2026, an estimated $11.4K.
Welltower made up 0.08% of Lake Street Private Wealth's portfolio in Q2 2026, its #141 holding.
Lake Street Private Wealth first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.