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Liberty Wealth Management’s Welltower WELL Stock Holding History

Liberty 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 		$320K Hold
1,616
– – 0.04% 196
2026
Q1 		$320K Hold
1,616
– – 0.04% 196
2025
Q4 		$300K Buy
1,616
+27
+2% +$5.04K 0.04% 192
2025
Q3 		$283K Hold
1,589
– – 0.04% 187
2025
Q2 		$244K Buy
1,589
+1
+0.1% +$149 0.04% 194
2025
Q1 		$243K Hold
1,588
– – 0.05% 135
2024
Q4 		$200K Buy
1,588
+1
+0.1% +$131 0.03% 206
2024
Q3 		$203K Buy
+1,587
New +$185K 0.03% 204
2021
Q4 		– Sell
-1,854
Closed -$153K – 1100
2021
Q3 		$153K Buy
1,854
+34
+2% +$2.92K 0.05% 207
2021
Q2 		$151K Buy
1,820
+12
+0.7% +$919 0.06% 162
2021
Q1 		$113K Hold
1,808
– – 0.06% 164
2020
Q4 		$113K Hold
1,808
– – 0.06% 162
2020
Q3 		$100K Sell
1,808
-15
-0.8% -$824 0.06% 160
2020
Q2 		$94K Sell
1,823
-430
-19% -$21.1K 0.07% 153
2020
Q1 		$103K Sell
2,253
-73
-3% -$5.39K 0.09% 139
2019
Q4 		$190K Buy
2,326
+92
+4% +$7.88K 0.15% 106
2019
Q3 		$198K Buy
2,234
+66
+3% +$5.74K 0.19% 99
2019
Q2 		$177K Buy
2,168
+8
+0.4% +$629 0.16% 115
2019
Q1 		$167K Buy
2,160
+47
+2% +$3.53K 0.13% 97
2018
Q4 		$146K Buy
+2,113
New +$144K 0.11% 102

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

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

Liberty Wealth Management held its Welltower (WELL) position steady in Q2 2026 at 1,616 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #196.

Liberty Wealth Management first reported a position in WELL in Q4 2018 and has held it in 20 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Liberty Wealth Management held 1,616 shares of Welltower worth $320K as of Q2 2026.
  • Liberty Wealth Management left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Liberty Wealth Management first reported a position in Welltower in Q4 2018 and has held it in 20 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.