Ogorek Anthony Joseph’s Welltower WELL Stock Holding History

Ogorek Anthony Joseph’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	$26K	Buy	135 +16	+13%	+$3.16K	0.01%	247
2025 Q4	$22K	Sell	119 -12	-9%	-$2.24K	0.01%	272
2025 Q3	$23K	Buy	131 +3	+2%	+$493	0.01%	271
2025 Q2	$19K	Hold	128	–	–	0.01%	295
2025 Q1	$19K	Buy	+128	New	+$18.2K	0.01%	284
2020 Q2	–	Sell	-650	Closed	-$29K	–	222
2020 Q1	$29K	Hold	650	–	–	0.02%	50
2019 Q4	$53K	Hold	650	–	–	0.03%	43
2019 Q3	$58K	Sell	650 -90	-12%	-$7.83K	0.03%	37
2019 Q2	$60K	Hold	740	–	–	0.04%	35
2019 Q1	$57K	Hold	740	–	–	0.04%	36
2018 Q4	$51K	Hold	740	–	–	0.04%	34
2018 Q3	$47K	Buy	+740	New	+$47.8K	0.03%	34

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

Ogorek Anthony Joseph's WELL Position: Q1 2026 in Review

Ogorek Anthony Joseph increased its Welltower (WELL) stake by 13% in Q1 2026, buying an estimated $3.16K and bringing the position to 135 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #247.

Ogorek Anthony Joseph first reported a position in WELL in Q3 2018 and has held it in 12 quarters since. The position peaked at $60K in Q2 2019. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Ogorek Anthony Joseph held 135 shares of Welltower worth $26K as of Q1 2026.
Ogorek Anthony Joseph bought 16 Welltower shares in Q1 2026, an estimated $3.16K.
Welltower made up 0.01% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #247 holding.
Ogorek Anthony Joseph first reported a position in Welltower in Q3 2018 and has held it in 12 quarters since.
Ogorek Anthony Joseph's Welltower position peaked at $60K in Q2 2019.
1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.