Painted Porch Advisors’s Welltower WELL Stock Holding History

Painted Porch 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	$497K	Hold	2,189	–	–	0.22%	45
2026 Q1	$433K	Sell	2,189 -7	-0.3%	-$1.38K	0.21%	44
2025 Q4	$408K	Hold	2,196	–	–	0.16%	48
2025 Q3	$391K	Buy	2,196 +7	+0.3%	+$1.15K	0.15%	54
2025 Q2	$337K	Sell	2,189 -356	-14%	-$53.2K	0.14%	50
2025 Q1	$390K	Hold	2,545	–	–	0.16%	47
2024 Q4	$321K	Hold	2,545	–	–	0.16%	55
2024 Q3	$326K	Hold	2,545	–	–	0.16%	52
2024 Q2	$265K	Sell	2,545 -78	-3%	-$7.64K	0.15%	53
2024 Q1	$245K	Hold	2,623	–	–	0.15%	54
2023 Q4	$237K	Buy	+2,623	New	+$228K	0.18%	44

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

Painted Porch Advisors's WELL Position: Q2 2026 in Review

Painted Porch Advisors held its Welltower (WELL) position steady in Q2 2026 at 2,189 shares worth $497K. The position accounts for 0.22% of the portfolio, ranked #45.

Painted Porch Advisors first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Painted Porch Advisors held 2,189 shares of Welltower worth $497K as of Q2 2026.
Painted Porch Advisors left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.22% of Painted Porch Advisors's portfolio in Q2 2026, its #45 holding.
Painted Porch Advisors first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Painted Porch Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.