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 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%	-$9.86K	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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Obermeyer Wealth Partners's WELL Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Welltower (WELL) stake by 0.12% in Q1 2026, selling an estimated $790 and leaving 3,200 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #151.

Obermeyer Wealth Partners first reported a position in WELL in Q1 2021 and has held it in 21 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Obermeyer Wealth Partners held 3,200 shares of Welltower worth $633K as of Q1 2026.
Obermeyer Wealth Partners sold 4 Welltower shares in Q1 2026, an estimated $790.
Welltower made up 0.03% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #151 holding.
Obermeyer Wealth Partners first reported a position in Welltower in Q1 2021 and has held it in 21 quarters since.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.