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Parkway Wealth Management’s Welltower WELL Stock Holding History

Parkway Wealth Management’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 		$254K Sell
1,119
-20
-2% -$4.23K 0.03% 128
2026
Q1 		$235K Buy
1,139
+20
+2% +$3.95K 0.03% 128
2025
Q4 		$208K Buy
+1,119
New +$209K 0.03% 129

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 $3.38T AUM 44.17% 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

Parkway Wealth Management's WELL Position: Q2 2026 in Review

Parkway Wealth Management reduced its Welltower (WELL) stake by 1.8% in Q2 2026, selling an estimated $4.23K and leaving 1,119 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #128.

Parkway Wealth Management first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Parkway Wealth Management held 1,119 shares of Welltower worth $254K as of Q2 2026.
  • Parkway Wealth Management sold 20 Welltower shares in Q2 2026, an estimated $4.23K.
  • Welltower made up 0.03% of Parkway Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Parkway Wealth Management first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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