Patrick M. Sweeney & Associates’s Welltower WELL Stock Holding History

Patrick M. Sweeney & Associates’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	$204K	Buy	+900	New	+$190K	0.12%	172

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

Patrick M. Sweeney & Associates's WELL Position: Q2 2026 in Review

Patrick M. Sweeney & Associates opened a new position in Welltower (WELL) in Q2 2026: 900 shares worth $204K. The stake represents 0.12% of the portfolio and ranks #172 among its holdings.

1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Patrick M. Sweeney & Associates held 900 shares of Welltower worth $204K as of Q2 2026.
Welltower was a new Patrick M. Sweeney & Associates position in Q2 2026.
Welltower made up 0.12% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #172 holding.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.