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LeConte Wealth Management’s Welltower WELL Stock Holding History

LeConte 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
Q2 		$299K Buy
+1,316
New +$278K 0.16% 103
2025
Q4 		– Sell
-1,437
Closed -$256K – 147
2025
Q3 		$256K Buy
+1,437
New +$236K 0.17% 92

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LeConte Wealth Management's WELL Position: Q2 2026 in Review

LeConte Wealth Management opened a new position in Welltower (WELL) in Q2 2026: 1,316 shares worth $299K. The stake represents 0.16% of the portfolio and ranks #103 among its holdings. This is a return to the name: LeConte Wealth Management previously reported a position in WELL as recently as Q3 2025.

LeConte Wealth Management first reported a position in WELL in Q3 2025 and has held it in 2 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • LeConte Wealth Management held 1,316 shares of Welltower worth $299K as of Q2 2026.
  • Welltower was a new LeConte Wealth Management position in Q2 2026.
  • Welltower made up 0.16% of LeConte Wealth Management's portfolio in Q2 2026, its #103 holding.
  • LeConte Wealth Management first reported a position in Welltower in Q3 2025 and has held it in 2 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.