LWL
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Leo Wealth LLC’s Welltower WELL Stock Holding History

Leo Wealth LLC’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 		$391K Buy
+1,975
New +$390K 0.03% 307

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Leo Wealth LLC's WELL Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in Welltower (WELL) in Q1 2026: 1,975 shares worth $391K. The stake represents 0.03% of the portfolio and ranks #307 among its holdings.

1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Leo Wealth LLC held 1,975 shares of Welltower worth $391K as of Q1 2026.
  • Welltower was a new Leo Wealth LLC position in Q1 2026.
  • Welltower made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #307 holding.
  • 1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.