Obermeyer Wealth Partners’s Welltower WELL Stock Holding History

Obermeyer Wealth Partners’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 Q3	$737K	Buy	3,200 +3	+0.1%	+$709	0.03%	145
2026 Q2	$726K	Sell	3,197 -3	-0.1%	-$634	0.03%	142
2026 Q1	$633K	Sell	3,200 -4	-0.1%	-$790	0.03%	151
2025 Q4	$595K	Sell	3,204 -61	-2%	-$11.4K	0.03%	155
2025 Q3	$582K	Sell	3,265 -60	-2%	-$9.9K	0.03%	149
2025 Q2	$511K	Buy	3,325 +198	+6%	+$29.6K	0.03%	158
2025 Q1	$479K	Sell	3,127 -1,330	-30%	-$190K	0.03%	156
2024 Q4	$562K	Hold	4,457	–	–	0.03%	140
2024 Q3	$571K	Hold	4,457	–	–	0.03%	141
2024 Q2	$465K	Hold	4,457	–	–	0.03%	152
2024 Q1	$416K	Hold	4,457	–	–	0.02%	157
2023 Q4	$402K	Hold	4,457	–	–	0.03%	136
2023 Q3	$365K	Buy	4,457 +3	+0.1%	+$247	0.03%	133
2023 Q2	$360K	Hold	4,454	–	–	0.03%	145
2023 Q1	$320K	Sell	4,454 -32	-0.7%	-$2.32K	0.02%	152
2022 Q4	$294K	Hold	4,486	–	–	0.02%	163
2022 Q3	$289K	Hold	4,486	–	–	0.02%	154
2022 Q2	$369K	Hold	4,486	–	–	0.03%	129
2022 Q1	$431K	Hold	4,486	–	–	0.03%	133
2021 Q4	$385K	Hold	4,486	–	–	0.02%	140
2021 Q3	$370K	Hold	4,486	–	–	0.02%	140
2021 Q2	$373K	Sell	4,486 -1,816	-29%	-$139K	0.02%	147
2021 Q1	$451K	Buy	+6,302	New	+$423K	0.03%	136

Other funds holding WELL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Obermeyer Wealth Partners's WELL Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Welltower (WELL) stake by 0.09% in Q3 2026, buying an estimated $709 and bringing the position to 3,200 shares worth $737K. The position accounts for 0.03% of the portfolio, ranked #145.

Obermeyer Wealth Partners first reported a position in WELL in Q1 2021 and has held it in 23 quarters since. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Obermeyer Wealth Partners held 3,200 shares of Welltower worth $737K as of Q3 2026.
Obermeyer Wealth Partners bought 3 Welltower shares in Q3 2026, an estimated $709.
Welltower made up 0.03% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #145 holding.
Obermeyer Wealth Partners first reported a position in Welltower in Q1 2021 and has held it in 23 quarters since.
1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.