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 Q2	$30K	Hold	135	–	–	0.01%	240
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 $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

Ogorek Anthony Joseph's WELL Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Welltower (WELL) position steady in Q2 2026 at 135 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #240.

Ogorek Anthony Joseph first reported a position in WELL in Q3 2018 and has held it in 13 quarters since. The position peaked at $60K in Q2 2019. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Ogorek Anthony Joseph held 135 shares of Welltower worth $30K as of Q2 2026.
Ogorek Anthony Joseph left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #240 holding.
Ogorek Anthony Joseph first reported a position in Welltower in Q3 2018 and has held it in 13 quarters since.
Ogorek Anthony Joseph's Welltower position peaked at $60K in Q2 2019.
1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.