LPL Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $89.2M | Buy |
451,343
+84,438
| +23% | +$16.7M | 0.02% | 638 |
|
|
2025
Q4 | $68.1M | Buy |
366,905
+45,728
| +14% | +$8.54M | 0.02% | 720 |
|
|
2025
Q3 | $57.2M | Buy |
321,177
+33,290
| +12% | +$5.47M | 0.02% | 783 |
|
|
2025
Q2 | $44.3M | Buy |
287,887
+29,835
| +12% | +$4.46M | 0.01% | 824 |
|
|
2025
Q1 | $39.5M | Buy |
258,052
+9,678
| +4% | +$1.38M | 0.02% | 793 |
|
|
2024
Q4 | $31.3M | Buy |
248,374
+32,184
| +15% | +$4.22M | 0.01% | 859 |
|
|
2024
Q3 | $27.7M | Buy |
216,190
+10,516
| +5% | +$1.23M | 0.01% | 877 |
|
|
2024
Q2 | $21.4M | Buy |
205,674
+28,407
| +16% | +$2.78M | 0.01% | 934 |
|
|
2024
Q1 | $16.6M | Buy |
177,267
+10,413
| +6% | +$943K | 0.01% | 1030 |
|
|
2023
Q4 | $15M | Buy |
166,854
+14,612
| +10% | +$1.27M | 0.01% | 1009 |
|
|
2023
Q3 | $12.5M | Sell |
152,242
-3,280
| -2% | -$270K | 0.01% | 1040 |
|
|
2023
Q2 | $12.6M | Buy |
155,522
+4,773
| +3% | +$368K | 0.01% | 1013 |
|
|
2023
Q1 | $10.8M | Sell |
150,749
-12,573
| -8% | -$912K | 0.01% | 1047 |
|
|
2022
Q4 | $10.7M | Sell |
163,322
-2,490
| -2% | -$160K | 0.01% | 989 |
|
|
2022
Q3 | $10.7M | Buy |
165,812
+2,622
| +2% | +$205K | 0.01% | 918 |
|
|
2022
Q2 | $13.4M | Buy |
163,190
+18,774
| +13% | +$1.67M | 0.01% | 819 |
|
|
2022
Q1 | $13.9M | Buy |
144,416
+12,598
| +10% | +$1.09M | 0.01% | 819 |
|
|
2021
Q4 | $11.3M | Buy |
131,818
+8,564
| +7% | +$714K | 0.01% | 951 |
|
|
2021
Q3 | $10.2M | Buy |
123,254
+3,287
| +3% | +$282K | 0.01% | 959 |
|
|
2021
Q2 | $9.97M | Buy |
119,967
+3,003
| +3% | +$230K | 0.01% | 910 |
|
|
2021
Q1 | $8.38M | Buy |
116,964
+15,138
| +15% | +$1.02M | 0.01% | 925 |
|
|
2020
Q4 | $6.58M | Buy |
101,826
+8,547
| +9% | +$519K | 0.01% | 963 |
|
|
2020
Q3 | $5.14M | Sell |
93,279
-3,077
| -3% | -$169K | 0.01% | 939 |
|
|
2020
Q2 | $4.99M | Sell |
96,356
-196,864
| -67% | -$9.67M | 0.01% | 879 |
|
|
2020
Q1 | $13.4M | Buy |
293,220
+24,711
| +9% | +$1.82M | 0.03% | 414 |
|
|
2019
Q4 | $22M | Buy |
268,509
+11,538
| +4% | +$988K | 0.04% | 337 |
|
|
2019
Q3 | $23.3M | Sell |
256,971
-506
| -0.2% | -$44K | 0.05% | 297 |
|
|
2019
Q2 | $21M | Buy |
257,477
+19,211
| +8% | +$1.51M | 0.04% | 313 |
|
|
2019
Q1 | $18.5M | Buy |
238,266
+11,469
| +5% | +$860K | 0.04% | 328 |
|
|
2018
Q4 | $15.7M | Buy |
226,797
+9,058
| +4% | +$616K | 0.04% | 325 |
|
|
2018
Q3 | $14M | Sell |
217,739
-8,774
| -4% | -$567K | 0.03% | 386 |
|
|
2018
Q2 | $14.2M | Buy |
226,513
+5,065
| +2% | +$282K | 0.04% | 354 |
|
|
2018
Q1 | $12.1M | Buy |
221,448
+117,234
| +112% | +$6.62M | 0.03% | 405 |
|
|
2017
Q4 | $6.65M | Buy |
104,214
+14,330
| +16% | +$962K | 0.02% | 546 |
|
|
2017
Q3 | $6.32M | Sell |
89,884
-584
| -0.6% | -$42.5K | 0.02% | 516 |
|
|
2017
Q2 | $6.77M | Sell |
90,468
-1,853
| -2% | -$135K | 0.03% | 463 |
|
|
2017
Q1 | $6.57M | Buy |
92,321
+8,250
| +10% | +$557K | 0.04% | 347 |
|
|
2016
Q4 | $5.57M | Buy |
84,071
+9,258
| +12% | +$613K | 0.04% | 370 |
|
|
2016
Q3 | $5.4M | Buy |
74,813
+9,598
| +15% | +$735K | 0.05% | 352 |
|
|
2016
Q2 | $4.98M | Sell |
65,215
-82,773
| -56% | -$5.88M | 0.04% | 376 |
|
|
2016
Q1 | $10.3M | Buy |
147,988
+5,019
| +4% | +$324K | 0.03% | 426 |
|
|
2015
Q4 | $10M | Buy |
142,969
+67,631
| +90% | +$4.41M | 0.03% | 445 |
|
|
2015
Q3 | $5.2M | Buy |
75,338
+3,121
| +4% | +$208K | 0.03% | 447 |
|
|
2015
Q2 | $4.8M | Buy |
72,217
+5,176
| +8% | +$371K | 0.02% | 531 |
|
|
2015
Q1 | $5.18M | Sell |
67,041
-5,249
| -7% | -$413K | 0.03% | 501 |
|
|
2014
Q4 | $5.47M | Buy |
72,290
+9,347
| +15% | +$667K | 0.03% | 451 |
|
|
2014
Q3 | $3.95M | Buy |
62,943
+6,376
| +11% | +$411K | 0.02% | 555 |
|
|
2014
Q2 | $3.54M | Sell |
56,567
-10,424
| -16% | -$656K | 0.02% | 606 |
|
|
2014
Q1 | $3.99M | Sell |
66,991
-30,558
| -31% | -$1.75M | 0.02% | 526 |
|
|
2013
Q4 | $5.23M | Buy |
97,549
+9,833
| +11% | +$585K | 0.03% | 429 |
|
|
2013
Q3 | $5.56M | Buy |
87,716
+7,585
| +9% | +$482K | 0.04% | 383 |
|
|
2013
Q2 | $5.37M | Buy |
+80,131
| New | +$5.69M | 0.04% | 356 |
|
Other funds holding WELL
VCM
VPM
LPL Financial's WELL Position: Q1 2026 in Review
LPL Financial increased its Welltower (WELL) stake by 23% in Q1 2026, buying an estimated $16.7M and bringing the position to 451,343 shares worth $89.2M. The position accounts for 0.02% of the portfolio, ranked #638.
LPL Financial first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- LPL Financial held 451,343 shares of Welltower worth $89.2M as of Q1 2026.
- LPL Financial bought 84,438 Welltower shares in Q1 2026, an estimated $16.7M.
- Welltower made up 0.02% of LPL Financial's portfolio in Q1 2026, its #638 holding.
- LPL Financial first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.