Optimize Financial’s Welltower WELL Stock Holding History

Optimize Financial’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	–	Sell	-1,098	Closed	-$204K	–	472
2025 Q4	$204K	Buy	+1,098	New	+$205K	0.1%	314

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

Optimize Financial's WELL Position: Q1 2026 in Review

Optimize Financial sold out of Welltower (WELL) in Q1 2026, closing a stake of 1,098 shares — an estimated $204K sold.

Optimize Financial first reported a position in WELL in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Optimize Financial reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 1,098 Welltower shares in Q1 2026, an estimated $204K.
Optimize Financial first reported a position in Welltower in Q4 2025 and held it in 1 quarter.
Optimize Financial's Welltower position peaked at $204K in Q4 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.