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 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%	-$9.86K	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 $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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Obermeyer Wealth Partners's WELL Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Welltower (WELL) stake by 0.09% in Q2 2026, selling an estimated $634 and leaving 3,197 shares worth $726K. The position accounts for 0.03% of the portfolio, ranked #142.

Obermeyer Wealth Partners first reported a position in WELL in Q1 2021 and has held it in 22 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Obermeyer Wealth Partners held 3,197 shares of Welltower worth $726K as of Q2 2026.
Obermeyer Wealth Partners sold 3 Welltower shares in Q2 2026, an estimated $634.
Welltower made up 0.03% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #142 holding.
Obermeyer Wealth Partners first reported a position in Welltower in Q1 2021 and has held it in 22 quarters since.
1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.