MPG
WELL icon

My Portfolio Guide’s Welltower WELL Stock Holding History

My Portfolio Guide’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 		$593 Buy
+3
New +$593 ﹤0.01% 163

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

My Portfolio Guide's WELL Position: Q1 2026 in Review

My Portfolio Guide opened a new position in Welltower (WELL) in Q1 2026: 3 shares worth $593. The stake represents ﹤0.01% of the portfolio and ranks #163 among its holdings.

1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • My Portfolio Guide held 3 shares of Welltower worth $593 as of Q1 2026.
  • Welltower was a new My Portfolio Guide position in Q1 2026.
  • Welltower made up ﹤0.01% of My Portfolio Guide's portfolio in Q1 2026, its #163 holding.
  • 1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on My Portfolio Guide's 13F filing for Q1 2026, filed 6 May 2026.