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Panoramic Investment Advisors’s Welltower WELL Stock Holding History

Panoramic Investment 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 		$831K Sell
4,204
-48
-1% -$9.49K 0.45% 56
2025
Q4 		$789K Hold
4,252
– – 0.43% 53
2025
Q3 		$757K Hold
4,252
– – 0.43% 52
2025
Q2 		$654K Sell
4,252
-300
-7% -$44.8K 0.4% 53
2025
Q1 		$697K Sell
4,552
-100
-2% -$14.2K 0.47% 49
2024
Q4 		$586K Hold
4,652
– – 0.38% 60
2024
Q3 		$596K Buy
+4,652
New +$543K 0.41% 57
2024
Q1 		$544K Sell
5,825
-400
-6% -$36.2K 0.4% 56
2023
Q4 		$561K Sell
6,225
-100
-2% -$8.68K 0.49% 52
2023
Q3 		$518K Buy
+6,325
New +$520K 0.48% 52
2022
Q4 		$431K Buy
+6,575
New +$423K 0.44% 55

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Panoramic Investment Advisors's WELL Position: Q1 2026 in Review

Panoramic Investment Advisors reduced its Welltower (WELL) stake by 1.1% in Q1 2026, selling an estimated $9.49K and leaving 4,204 shares worth $831K. The position accounts for 0.45% of the portfolio, ranked #56.

Panoramic Investment Advisors first reported a position in WELL in Q4 2022 and has held it in 11 quarters since. 1,481 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Panoramic Investment Advisors held 4,204 shares of Welltower worth $831K as of Q1 2026.
  • Panoramic Investment Advisors sold 48 Welltower shares in Q1 2026, an estimated $9.49K.
  • Welltower made up 0.45% of Panoramic Investment Advisors's portfolio in Q1 2026, its #56 holding.
  • Panoramic Investment Advisors first reported a position in Welltower in Q4 2022 and has held it in 11 quarters since.
  • 1,481 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.