Opal Wealth Advisors’s Welltower WELL Stock Holding History

Opal Wealth 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 Q1	$139K	Buy	+704	New	+$139K	0.03%	244
2025 Q3	–	Sell	-387	Closed	-$59.5K	–	553
2025 Q2	$59.5K	Buy	387 +2	+0.5%	+$299	0.02%	349
2025 Q1	$59.1K	Buy	+385	New	+$54.9K	0.02%	340
2024 Q3	–	Sell	-441	Closed	-$46K	–	1167
2024 Q2	$46K	Sell	441 -20	-4%	-$1.96K	0.01%	364
2024 Q1	$43K	Buy	+461	New	+$41.7K	0.01%	212

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

Opal Wealth Advisors's WELL Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Welltower (WELL) in Q1 2026: 704 shares worth $139K. The stake represents 0.03% of the portfolio and ranks #244 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in WELL as recently as Q2 2025.

Opal Wealth Advisors first reported a position in WELL in Q1 2024 and has held it in 5 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Opal Wealth Advisors held 704 shares of Welltower worth $139K as of Q1 2026.
Welltower was a new Opal Wealth Advisors position in Q1 2026.
Welltower made up 0.03% of Opal Wealth Advisors's portfolio in Q1 2026, its #244 holding.
Opal Wealth Advisors first reported a position in Welltower in Q1 2024 and has held it in 5 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.