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ORG Wealth Partners’s Welltower WELL Stock Holding History

ORG Wealth Partners’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 		$28.6K Sell
126
-1,064
-89% -$225K ﹤0.01% 406
2026
Q1 		$235K Buy
1,190
+269
+29% +$53.2K 0.05% 203
2025
Q4 		$171K Sell
921
-46
-5% -$8.59K 0.04% 222
2025
Q3 		$172K Buy
967
+398
+70% +$65.4K 0.04% 221
2025
Q2 		$86.3K Sell
569
-30
-5% -$4.48K 0.02% 267
2025
Q1 		$92.3K Buy
+599
New +$85.3K 0.03% 273

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ORG Wealth Partners's WELL Position: Q2 2026 in Review

ORG Wealth Partners reduced its Welltower (WELL) stake by 89% in Q2 2026, selling an estimated $225K and leaving 126 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

ORG Wealth Partners first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. The position peaked at $235K in Q1 2026. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • ORG Wealth Partners held 126 shares of Welltower worth $28.6K as of Q2 2026.
  • ORG Wealth Partners sold 1,064 Welltower shares in Q2 2026, an estimated $225K.
  • Welltower made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #406 holding.
  • ORG Wealth Partners first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's Welltower position peaked at $235K in Q1 2026.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.