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Legacy Wealth Asset Management’s Welltower WELL Stock Holding History

Legacy Wealth Asset 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 		$1.09M Sell
4,812
-173
-3% -$36.6K 0.24% 115
2026
Q1 		$986K Buy
4,985
+151
+3% +$29.8K 0.24% 121
2025
Q4 		$897K Sell
4,834
-609
-11% -$114K 0.22% 136
2025
Q3 		$970K Buy
5,443
+670
+14% +$110K 0.24% 117
2025
Q2 		$734K Sell
4,773
-83
-2% -$12.4K 0.19% 153
2025
Q1 		$744K Sell
4,856
-29
-0.6% -$4.13K 0.21% 143
2024
Q4 		$616K Sell
4,885
-68
-1% -$8.93K 0.17% 191
2024
Q3 		$634K Buy
4,953
+75
+2% +$8.75K 0.17% 194
2024
Q2 		$509K Buy
4,878
+299
+7% +$29.3K 0.14% 225
2024
Q1 		$428K Buy
4,579
+86
+2% +$7.79K 0.12% 256
2023
Q4 		$405K Buy
4,493
+910
+25% +$79K 0.13% 256
2023
Q3 		$294K Buy
3,583
+25
+0.7% +$2.06K 0.11% 281
2023
Q2 		$288K Buy
3,558
+47
+1% +$3.62K 0.1% 290
2023
Q1 		$252K Buy
3,511
+16
+0.5% +$1.16K 0.09% 303
2022
Q4 		$229K Buy
3,495
+57
+2% +$3.66K 0.09% 311
2022
Q3 		$221K Buy
3,438
+43
+1% +$3.36K 0.1% 296
2022
Q2 		$280K Buy
3,395
+76
+2% +$6.76K 0.11% 238
2022
Q1 		$319K Buy
3,319
+130
+4% +$11.3K 0.11% 245
2021
Q4 		$274K Buy
3,189
+105
+3% +$8.75K 0.09% 270
2021
Q3 		$254K Sell
3,084
-38
-1% -$3.27K 0.12% 259
2021
Q2 		$259K Buy
3,122
+39
+1% +$2.98K 0.12% 265
2021
Q1 		$221K Buy
+3,083
New +$207K 0.1% 275

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

Legacy Wealth Asset Management's WELL Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Welltower (WELL) stake by 3.5% in Q2 2026, selling an estimated $36.6K and leaving 4,812 shares worth $1.09M. The position accounts for 0.24% of the portfolio, ranked #115.

Legacy Wealth Asset Management first reported a position in WELL in Q1 2021 and has held it in 22 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Legacy Wealth Asset Management held 4,812 shares of Welltower worth $1.09M as of Q2 2026.
  • Legacy Wealth Asset Management sold 173 Welltower shares in Q2 2026, an estimated $36.6K.
  • Welltower made up 0.24% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #115 holding.
  • Legacy Wealth Asset Management first reported a position in Welltower in Q1 2021 and has held it in 22 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.