Luken Investment Analytics’s Welltower WELL Stock Holding History

Luken Investment Analytics’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	–	Sell	-5	Closed	-$928	–	394
2025 Q4	$928	Buy	+5	New	+$934	﹤0.01%	257

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Luken Investment Analytics's WELL Position: Q1 2026 in Review

Luken Investment Analytics sold out of Welltower (WELL) in Q1 2026, closing a stake of 5 shares — an estimated $928 sold.

Luken Investment Analytics first reported a position in WELL in Q4 2025 and held it in 1 quarter. The position peaked at $928 in Q4 2025. 1,496 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Luken Investment Analytics reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Luken Investment Analytics sold 5 Welltower shares in Q1 2026, an estimated $928.
Luken Investment Analytics first reported a position in Welltower in Q4 2025 and held it in 1 quarter.
Luken Investment Analytics's Welltower position peaked at $928 in Q4 2025.
1,496 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Luken Investment Analytics's 13F filing for Q1 2026, filed 12 May 2026.