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Pension & Wealth Management Advisors’s Welltower WELL Stock Holding History

Pension & Wealth Management 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 		$818K Buy
3,605
+12
+0.3% +$2.54K 0.22% 71
2026
Q1 		$711K Sell
3,593
-4,682
-57% -$925K 0.21% 77
2025
Q4 		$1.54M Buy
8,275
+31
+0.4% +$5.79K 0.46% 35
2025
Q3 		$1.47M Buy
8,244
+37
+0.5% +$6.08K 0.46% 39
2025
Q2 		$1.26M Buy
8,207
+36
+0.4% +$5.38K 0.42% 39
2025
Q1 		$1.25M Buy
8,171
+35
+0.4% +$4.99K 0.47% 38
2024
Q4 		$1.03M Buy
+8,136
New +$1.07M 0.41% 39

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pension & Wealth Management Advisors's WELL Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Welltower (WELL) stake by 0.33% in Q2 2026, buying an estimated $2.54K and bringing the position to 3,605 shares worth $818K. The position accounts for 0.22% of the portfolio, ranked #71.

Pension & Wealth Management Advisors first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q4 2025. 1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Pension & Wealth Management Advisors held 3,605 shares of Welltower worth $818K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 12 Welltower shares in Q2 2026, an estimated $2.54K.
  • Welltower made up 0.22% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #71 holding.
  • Pension & Wealth Management Advisors first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • Pension & Wealth Management Advisors's Welltower position peaked at $1.54M in Q4 2025.
  • 1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.