One Degree Advisors’s Welltower WELL Stock Holding History

One Degree Advisors’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	$331K	Buy	1,440 +2	+0.1%	+$423	0.07%	64
2026 Q1	$284K	Hold	1,438	–	–	0.07%	60
2025 Q4	$266K	Sell	1,438 -445	-24%	-$83.1K	0.07%	59
2025 Q3	$335K	Sell	1,883 -13	-0.7%	-$2.14K	0.1%	56
2025 Q2	$291K	Hold	1,896	–	–	0.1%	60
2025 Q1	$290K	Buy	1,896 +11	+0.6%	+$1.57K	0.12%	53
2024 Q4	$270K	Sell	1,885 -30	-2%	-$3.94K	0.11%	53
2024 Q3	$243K	Buy	+1,915	New	+$223K	0.1%	56

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

One Degree Advisors's WELL Position: Q2 2026 in Review

One Degree Advisors increased its Welltower (WELL) stake by 0.14% in Q2 2026, buying an estimated $423 and bringing the position to 1,440 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #64.

One Degree Advisors first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. The position peaked at $335K in Q3 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

One Degree Advisors held 1,440 shares of Welltower worth $331K as of Q2 2026.
One Degree Advisors bought 2 Welltower shares in Q2 2026, an estimated $423.
Welltower made up 0.07% of One Degree Advisors's portfolio in Q2 2026, its #64 holding.
One Degree Advisors first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
One Degree Advisors's Welltower position peaked at $335K in Q3 2025.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on One Degree Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.