LongView Wealth Management’s Welltower WELL Stock Holding History

LongView 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	$1.03M	Sell	4,539 -108	-2%	-$22.8K	0.26%	85
2026 Q1	$980K	Sell	4,647 -46	-1%	-$9.09K	0.25%	91
2025 Q4	$876K	Sell	4,693 -259	-5%	-$48.4K	0.21%	101
2025 Q3	$882K	Buy	4,952 +73	+1%	+$12K	0.24%	88
2025 Q2	$750K	Buy	4,879 +8	+0.2%	+$1.2K	0.23%	88
2025 Q1	$746K	Sell	4,871 -107	-2%	-$15.2K	0.22%	90
2024 Q4	$627K	Sell	4,978 -166	-3%	-$21.8K	0.19%	100
2024 Q3	$659K	Sell	5,144 -114	-2%	-$13.3K	0.21%	93
2024 Q2	$548K	Buy	5,258 +142	+3%	+$13.9K	0.2%	93
2024 Q1	$478K	Buy	5,116 +104	+2%	+$9.42K	0.19%	103
2023 Q4	$449K	Buy	+5,012	New	+$435K	0.2%	100

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

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

LongView Wealth Management reduced its Welltower (WELL) stake by 2.3% in Q2 2026, selling an estimated $22.8K and leaving 4,539 shares worth $1.03M. The position accounts for 0.26% of the portfolio, ranked #85.

LongView Wealth Management first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

LongView Wealth Management held 4,539 shares of Welltower worth $1.03M as of Q2 2026.
LongView Wealth Management sold 108 Welltower shares in Q2 2026, an estimated $22.8K.
Welltower made up 0.26% of LongView Wealth Management's portfolio in Q2 2026, its #85 holding.
LongView Wealth Management first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.