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Perennial Investment Advisors’s Welltower WELL Stock Holding History

Perennial 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 		$297K Buy
1,502
+214
+17% +$42.3K 0.02% 392
2025
Q4 		$239K Buy
+1,288
New +$241K 0.02% 432

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

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

Perennial Investment Advisors increased its Welltower (WELL) stake by 17% in Q1 2026, buying an estimated $42.3K and bringing the position to 1,502 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #392.

Perennial Investment Advisors first reported a position in WELL in Q4 2025 and has held it in 2 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Perennial Investment Advisors held 1,502 shares of Welltower worth $297K as of Q1 2026.
  • Perennial Investment Advisors bought 214 Welltower shares in Q1 2026, an estimated $42.3K.
  • Welltower made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #392 holding.
  • Perennial Investment Advisors first reported a position in Welltower in Q4 2025 and has held it in 2 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.