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Parsonex Advisory Services’s Welltower WELL Stock Holding History

Parsonex Advisory Services’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
-2,327
Closed -$432K – 99
2025
Q4 		$432K Buy
2,327
+106
+5% +$19.8K 0.28% 60
2025
Q3 		$396K Hold
2,221
– – 0.27% 62
2025
Q2 		$341K Buy
+2,221
New +$332K 0.28% 68

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Parsonex Advisory Services's WELL Position: Q1 2026 in Review

Parsonex Advisory Services sold out of Welltower (WELL) in Q1 2026, closing a stake of 2,327 shares — an estimated $432K sold.

Parsonex Advisory Services first reported a position in WELL in Q2 2025 and held it in 3 quarters. The position peaked at $432K in Q4 2025. 1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Parsonex Advisory Services reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Parsonex Advisory Services sold 2,327 Welltower shares in Q1 2026, an estimated $432K.
  • Parsonex Advisory Services first reported a position in Welltower in Q2 2025 and held it in 3 quarters.
  • Parsonex Advisory Services's Welltower position peaked at $432K in Q4 2025.
  • 1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Parsonex Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.