McIlrath & Eck’s Welltower WELL Stock Holding History

McIlrath & Eck’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	$36.4K	Hold	184	–	–	﹤0.01%	643
2025 Q4	$34.2K	Hold	184	–	–	﹤0.01%	418
2025 Q3	$32.8K	Hold	184	–	–	﹤0.01%	406
2025 Q2	$28.3K	Hold	184	–	–	﹤0.01%	416
2025 Q1	$28.2K	Hold	184	–	–	﹤0.01%	418
2024 Q4	$23.2K	Hold	184	–	–	﹤0.01%	455
2024 Q3	$23.6K	Hold	184	–	–	﹤0.01%	446
2024 Q2	$19.2K	Hold	184	–	–	﹤0.01%	469
2024 Q1	$17.2K	Hold	184	–	–	﹤0.01%	496
2023 Q4	$16.6K	Hold	184	–	–	﹤0.01%	450
2023 Q3	$15.1K	Hold	184	–	–	﹤0.01%	452
2023 Q2	$14.9K	Hold	184	–	–	﹤0.01%	472
2023 Q1	$13.2K	Hold	184	–	–	﹤0.01%	495
2022 Q4	$12.1K	Hold	184	–	–	﹤0.01%	499
2022 Q3	$12K	Hold	184	–	–	﹤0.01%	504
2022 Q2	$15K	Hold	184	–	–	﹤0.01%	437
2022 Q1	$18K	Hold	184	–	–	0.01%	420
2021 Q4	$16K	Hold	184	–	–	﹤0.01%	462
2021 Q3	$15K	Hold	184	–	–	﹤0.01%	460
2021 Q2	$15K	Hold	184	–	–	﹤0.01%	453
2021 Q1	$13K	Hold	184	–	–	﹤0.01%	439
2020 Q4	$12K	Hold	184	–	–	﹤0.01%	393
2020 Q3	$10K	Hold	184	–	–	﹤0.01%	388
2020 Q2	$10K	Hold	184	–	–	﹤0.01%	360
2020 Q1	$8K	Hold	184	–	–	﹤0.01%	355
2019 Q4	$15K	Hold	184	–	–	0.01%	293
2019 Q3	$17K	Hold	184	–	–	0.01%	253
2019 Q2	$14K	Hold	184	–	–	0.01%	269
2019 Q1	$14K	Hold	184	–	–	0.01%	269
2018 Q4	$13K	Buy	+184	New	+$12.5K	0.01%	253

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

McIlrath & Eck's WELL Position: Q1 2026 in Review

McIlrath & Eck held its Welltower (WELL) position steady in Q1 2026 at 184 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

McIlrath & Eck first reported a position in WELL in Q4 2018 and has held it in 30 quarters since. 1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

McIlrath & Eck held 184 shares of Welltower worth $36.4K as of Q1 2026.
McIlrath & Eck left its Welltower share count unchanged in Q1 2026.
Welltower made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #643 holding.
McIlrath & Eck first reported a position in Welltower in Q4 2018 and has held it in 30 quarters since.
1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.